Forum Financial Management, LP New Holdings in Q3 2024

Forum Financial Management, LP

  • $5.24 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BITO
Proshares Tr Bitcoin Strategy

ETFs
35K
New
$16.19 - $23.88 $567K - $836K
35K $671K
BCO
Brinks CO

Industrials
4.29K
New
$93.97 - $115.64 $403K - $496K
4.29K $496K
SNOW
Snowflake Inc.

Technology
3.3K
New
$108.56 - $143.02 $359K - $472K
3.3K $379K
CRBG
Corebridge Financial, Inc.

Financial Services
9.82K
New
$24.9 - $30.12 $244K - $296K
9.82K $286K
SWK
Stanley Black & Decker, Inc.

Industrials
2.56K
New
$77.75 - $110.17 $199K - $282K
2.56K $282K
ITI
Iteris, Inc.

Technology
39.1K
New
$4.06 - $7.15 $159K - $280K
39.1K $279K
CAG
Conagra Brands Inc.

Consumer Defensive
8.25K
New
$28.13 - $32.83 $232K - $271K
8.25K $268K
K
Kellogg CO

Consumer Defensive
3.26K
New
$56.19 - $80.81 $183K - $264K
3.26K $263K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
4.09K
New
$41.77 - $67.84 $171K - $277K
4.09K $260K
MOD
Modine Manufacturing CO

Consumer Cyclical
1.95K
New
$94.6 - $133.72 $184K - $260K
1.95K $258K
NVR
Nvr Inc

Consumer Cyclical
26
New
$7421.51 - $9811.8 $193K - $255K
26 $255K
WAL
Western Alliance Bancorporation

Financial Services
2.96K
New
$61.15 - $88.41 $181K - $261K
2.96K $255K
DVY
Ishares Tr

ETFs
1.83K
New
$119.99 - $135.74 $220K - $249K
1.83K $247K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
2.33K
New
$72.18 - $107.33 $168K - $250K
2.33K $247K
TPL
Texas Pacific Land Corp

Energy
269
New
$724.86 - $952.13 $195K - $256K
269 $237K
VRSN
Verisign Inc

Technology
1.25K
New
$174.18 - $190.64 $217K - $238K
1.25K $236K
VOE
Vanguard Mid Cap Value Index F

ETFs
1.4K
New
$149.02 - $167.67 $209K - $235K
1.4K $234K
INCY
Incyte Corp

Healthcare
3.5K
New
$57.33 - $68.61 $201K - $240K
3.5K $231K
CRS
Carpenter Technology Corp

Industrials
1.45K
New
$104.79 - $161.78 $151K - $234K
1.45K $230K
GPI
Group 1 Automotive Inc

Consumer Cyclical
597
New
$280.92 - $391.73 $168K - $234K
597 $228K
KBH
Kb Home

Consumer Cyclical
2.67K
New
$65.35 - $89.63 $174K - $239K
2.67K $228K
THO
Thor Industries Inc

Consumer Cyclical
2.07K
New
$91.4 - $109.97 $189K - $227K
2.07K $227K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
173
New
$1066.32 - $1355.99 $184K - $235K
173 $227K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
3.4K
New
$58.35 - $66.29 $198K - $225K
3.4K $225K
FAST
Fastenal CO

Industrials
3.15K
New
$62.09 - $71.83 $196K - $226K
3.15K $224K
ARES
Ares Management Corp

Financial Services
1.44K
New
$133.73 - $158.05 $193K - $228K
1.44K $224K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.29K
New
$147.95 - $191.05 $191K - $247K
1.29K $224K
D
Dominion Energy, Inc

Utilities
3.85K
New
$48.01 - $58.53 $185K - $225K
3.85K $222K
KEYS
Keysight Technologies, Inc.

Technology
1.39K
New
$119.86 - $158.87 $167K - $221K
1.39K $221K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
4.02K
New
$49.7 - $56.11 $200K - $225K
4.02K $220K
CNX
Cnx Resources Corp

Energy
6.77K
New
$24.01 - $32.57 $162K - $220K
6.77K $220K
DVA
Davita Inc.

Healthcare
1.35K
New
$133.98 - $165.19 $181K - $223K
1.35K $220K
PNFP
Pinnacle Financial Partners Inc

Financial Services
2.23K
New
$76.97 - $100.56 $171K - $224K
2.23K $218K
DOX
Amdocs LTD

Technology
2.5K
New
$78.13 - $87.85 $195K - $220K
2.5K $218K
AIT
Applied Industrial Technologies Inc

Industrials
980
New
$183.8 - $224.77 $180K - $220K
980 $218K
PFS
Provident Financial Services Inc

Financial Services
11.7K
New
$14.22 - $19.44 $166K - $227K
11.7K $216K
EMN
Eastman Chemical CO

Basic Materials
1.94K
New
$93.82 - $113.74 $182K - $220K
1.94K $216K
TFX
Teleflex Inc

Healthcare
870
New
$211.25 - $247.28 $184K - $215K
870 $215K
BOKF
Bok Financial Corp

Financial Services
2.06K
New
$87.91 - $107.34 $181K - $221K
2.06K $215K
LBRDK
Liberty Broadband Corp

Communication Services
2.78K
New
$52.66 - $78.14 $146K - $217K
2.78K $214K
ETR
Entergy Corp

Utilities
1.61K
New
$104.75 - $131.61 $169K - $212K
1.61K $212K
JHX
James Hardie Industries PLC

Basic Materials
5.31K
New
$31.27 - $42.02 $166K - $223K
5.31K $212K
EBAY
Ebay Inc

Consumer Cyclical
3.27K
New
$52.61 - $65.44 $172K - $214K
3.27K $212K
LDOS
Leidos Holdings, Inc.

Technology
1.29K
New
$142.66 - $163.02 $184K - $210K
1.29K $209K
WBS
Webster Financial Corp

Financial Services
4.47K
New
$42.49 - $49.62 $190K - $222K
4.47K $208K
AZPN
Aspen Technology, Inc.

Technology
869
New
$172.9 - $239.26 $150K - $208K
869 $207K
HRB
H&R Block Inc

Consumer Cyclical
3.27K
New
$52.99 - $66.6 $173K - $218K
3.27K $207K
ENSG
Ensign Group, Inc

Healthcare
1.44K
New
$124.14 - $153.65 $179K - $221K
1.44K $207K
IEMG
Ishares Inc

ETFs
3.84K
New
$53.64 - $53.64 $206K - $206K
3.84K $205K
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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