Forum Financial Management, LP Incresed Positions in Q3 2024

Forum Financial Management, LP

  • $5.24 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
Ge Vernova Inc
220
+ 6.94%
N/A
3.39K $0
Liberty Media Corp Del
2
+ 0.05%
N/A
3.8K $0
PKI
Perkinelmer Inc

Healthcare
1
+ 0.04%
N/A
2.33K $282K
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
38.1K
+ 92.59%
N/A
79.2K $0
FBHS
Fortune Brands Home & Security, Inc.

Industrials
5
+ 0.15%
N/A
3.3K $213K
Labcorp Holdings Inc
1
+ 0.08%
N/A
1.27K $0
Ge Healthcare Technologies I
314
+ 5.44%
N/A
6.08K $0
DFSU
Dimensional ETF Tr Dimen Us Su
2.93K
+ 0.74%
N/A
398K $0
NXST
Nexstar Media Group, Inc.

Communication Services
1
+ 0.08%
$154.25 - $184.79 $154 - $185
1.29K $213K
ANSS
Ansys Inc

Technology
6
+ 0.64%
$296.54 - $331.25 $1.78K - $1.99K
946 $301K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
3.37K
+ 18.82%
$11.03 - $18.11 $37.1K - $61K
21.3K $238K
WING
Wingstop Inc.

Consumer Cyclical
6
+ 0.93%
$352.46 - $427.92 $2.11K - $2.57K
652 $271K
HMC
Honda Motor CO LTD

Consumer Cyclical
587
+ 1.34%
$29.02 - $33.61 $17K - $19.7K
44.5K $1.41M
CPRT
Copart Inc

Consumer Cyclical
124
+ 2.3%
$49.19 - $55.54 $6.1K - $6.89K
5.52K $289K
ADT
Adt Inc.

Industrials
28
+ 0.27%
$6.87 - $7.9 $192 - $221
10.3K $74K
ET
Energy Transfer LP

Energy
1.04K
+ 0.84%
$15.43 - $16.44 $16K - $17K
124K $1.98M
EMR
Emerson Electric CO

Industrials
4
+ 0.08%
$98.19 - $118.87 $393 - $475
4.78K $522K
RJF
Raymond James Financial Inc

Financial Services
1
+ 0.02%
$106.39 - $125.13 $106 - $125
5.01K $613K
DECK
Deckers Outdoor Corp

Consumer Cyclical
2K
+ 498.5%
$150.73 - $974.56 $301K - $1.95M
2.4K $382K
SNAP
Snap Inc

Communication Services
5.79K
+ 49.25%
$8.29 - $16.84 $48K - $97.6K
17.6K $187K
FN
Fabrinet

Technology
1
+ 0.1%
$193.84 - $273.5 $194 - $274
1.01K $237K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
28
+ 1.22%
$194.69 - $239.18 $5.45K - $6.7K
2.33K $485K
GRTS
Gritstone Bio, Inc.

Healthcare
4.75K
+ 1.9%
$0.45 - $0.71 $2.14K - $3.37K
255K $147K
COTY
Coty Inc.

Consumer Defensive
1
+ 0.01%
$8.83 - $10.44 $8.83 - $10.4
14.4K $135K
NWSA
News Corp

Communication Services
5
+ 0.05%
$25.41 - $28.44 $127 - $142
9.99K $265K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
553
+ 6.54%
$49.83 - $62.75 $27.6K - $34.7K
9.01K $519K
CRL
Charles River Laboratories International, Inc.

Healthcare
1
+ 0.08%
$187.96 - $245.29 $188 - $245
1.2K $236K
WM
Waste Management Inc

Industrials
12
+ 0.46%
$196.96 - $223.45 $2.36K - $2.68K
2.6K $539K
APH
Amphenol Corp

Technology
18
+ 0.29%
$58.39 - $70.41 $1.05K - $1.27K
6.32K $411K
MRO
Marathon Oil Corp

Energy
853
+ 4.74%
$25.87 - $29.26 $22.1K - $25K
18.8K $501K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
6
+ 0.11%
$42.59 - $60.56 $256 - $363
5.4K $272K
X
United States Steel Corp

Basic Materials
1
+ 0.02%
$29.38 - $42.28 $29.4 - $42.3
6.56K $231K
MRK
Merck & Co., Inc.

Healthcare
1.9K
+ 8.37%
$111.15 - $128.97 $211K - $245K
24.6K $2.79M
RRC
Range Resources Corp

Energy
3
+ 0.04%
$27.91 - $34.84 $83.7 - $105
6.75K $207K
AI
C3.Ai, Inc.

Technology
1.59K
+ 12.34%
$21.12 - $30.58 $33.6K - $48.7K
14.5K $350K
NUE
Nucor Corp

Basic Materials
4
+ 0.1%
$137.77 - $166.14 $551 - $665
4.11K $618K
WDC
Western Digital Corp

Technology
130
+ 2.43%
$56.25 - $80.24 $7.31K - $10.4K
5.48K $374K
NVT
N Vent Electric PLC

Industrials
2
+ 0.04%
$60.72 - $81.19 $121 - $162
5.15K $362K
NXPI
Nxp Semiconductors N.V.

Technology
3
+ 0.24%
$225.14 - $290.78 $675 - $872
1.28K $306K
INTU
Intuit Inc

Technology
8
+ 0.72%
$602.97 - $670.49 $4.82K - $5.36K
1.12K $694K
PR
Permian Resources Corporation

Energy
2
+ 0.01%
$12.9 - $16.79 $25.8 - $33.6
14.6K $198K
AR
Antero Resources Corp

Energy
2
+ 0.02%
$24.94 - $33.3 $49.9 - $66.6
9.4K $269K
MCHP
Microchip Technology Inc

Technology
1
+ 0.03%
$72.0 - $95.98 $72 - $96
3.44K $276K
DELL
Dell Technologies Inc.

Technology
40
+ 1.81%
$87.89 - $145.97 $3.52K - $5.84K
2.25K $267K
PCAR
Paccar Inc

Industrials
52
+ 0.5%
$91.64 - $109.98 $4.77K - $5.72K
10.4K $1.03M
WDS
Woodside Energy Group LTD

Energy
24
+ 0.09%
$15.64 - $20.01 $375 - $480
26.1K $449K
SRPT
Sarepta Therapeutics, Inc.

Healthcare
21
+ 1.25%
$124.33 - $156.75 $2.61K - $3.29K
1.7K $212K
PSTG
Pure Storage, Inc.

Technology
3
+ 0.07%
$45.73 - $67.71 $137 - $203
4.17K $209K
BA
Boeing CO

Industrials
634
+ 11.97%
$152.04 - $190.6 $96.4K - $121K
5.93K $901K
Activity Summary
Buys All Purchases 451 New Holdings 74 Increased Positions 377 Sells All Sells 219 Reductions 219 Sold out 0 Options Calls 0 Puts 0
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