Taylor Wealth Management Partners’s FormFactor FORM Stock Holding History

Taylor Wealth Management Partners’s Portfolio FORM Stock Details FORM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$2.3M	Sell	59,316 -6,203	-9%	-$239K	1.3%	29
2022 Q1	$2.75M	Sell	65,519 -83,322	-56%	-$3.47M	1.11%	33
2021 Q4	$6.8M	Sell	148,841 -4,153	-3%	-$170K	2.4%	18
2021 Q3	$5.71M	Sell	152,994 -387	-0.3%	-$14.4K	2.04%	20
2021 Q2	$5.59M	Buy	153,381 +6,245	+4%	+$246K	1.97%	22
2021 Q1	$6.64M	Sell	147,136 -6,807	-4%	-$310K	2.42%	15
2020 Q4	$6.62M	Sell	153,943 -200	-0.1%	-$7.22K	2.55%	13
2020 Q3	$3.84M	Buy	+154,143	New	+$4.3M	1.76%	23

Other funds holding FORM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Taylor Wealth Management Partners's FORM Position: Q2 2022 in Review

Taylor Wealth Management Partners reduced its FormFactor (FORM) stake by 9.5% in Q2 2022, selling an estimated $239K and leaving 59,316 shares worth $2.3M. The position accounts for 1.3% of the portfolio, ranked #29.

Taylor Wealth Management Partners first reported a position in FORM in Q3 2020 and has held it in 8 quarters since. The position peaked at $6.8M in Q4 2021. 236 funds tracked by Wall St. Rank hold FORM as of Q2 2022.

Taylor Wealth Management Partners held 59,316 shares of FormFactor worth $2.3M as of Q2 2022.
Taylor Wealth Management Partners sold 6,203 FormFactor shares in Q2 2022, an estimated $239K.
FormFactor made up 1.3% of Taylor Wealth Management Partners's portfolio in Q2 2022, its #29 holding.
Taylor Wealth Management Partners first reported a position in FormFactor in Q3 2020 and has held it in 8 quarters since.
Taylor Wealth Management Partners's FormFactor position peaked at $6.8M in Q4 2021.
236 funds tracked by Wall St. Rank held FormFactor as of Q2 2022.

Based on Taylor Wealth Management Partners's 13F filing for Q2 2022, filed 12 Aug 2022.