Forum Financial Management, LP Sells in Q1 2025

Forum Financial Management, LP

  • $5.28 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVW
Ishares S&P 500 Growth ETF

ETFs
-50
- 0.23%
$92.45 - $106.69 $4.62K - $5.33K
21.8K $2.02M
COIN
Coinbase Global, Inc.

Technology
-195
- 9.34%
$172.23 - $301.3 $33.6K - $58.8K
1.89K $326K
NKE
Nike, Inc.

Consumer Cyclical
-1.78K
- 27.73%
$63.29 - $81.72 $113K - $146K
4.65K $295K
TD
Toronto Dominion Bank

Financial Services
-5.23K
- 27.94%
$53.12 - $61.15 $278K - $320K
13.5K $808K
LMT
Lockheed Martin Corp

Industrials
-14
- 0.31%
$423.19 - $506.29 $5.92K - $7.09K
4.5K $2.01M
JPM
Jpmorgan Chase & CO

Financial Services
-2.63K
- 3.17%
$225.19 - $279.95 $592K - $736K
80.4K $19.7M
TER
Teradyne, Inc

Technology
-118
- 3.05%
$82.6 - $140.0 $9.75K - $16.5K
3.75K $309K
DDS
Dillard'S, Inc.

Consumer Cyclical
-292
- 30.7%
$353.25 - $508.77 $103K - $149K
659 $236K
WSM
Williams Sonoma Inc

Consumer Cyclical
-670
- 29.23%
$158.1 - $217.71 $106K - $146K
1.62K $256K
NRG
Nrg Energy, Inc.

Utilities
-2.04K
- 38.56%
$84.82 - $113.33 $173K - $232K
3.26K $310K
FLEX
Flex Ltd.

Technology
-1.95K
- 10.72%
$32.92 - $44.46 $64.3K - $86.8K
16.3K $537K
DASH
Door Dash, Inc.

Communication Services
-1.16K
- 33.65%
$168.37 - $213.38 $195K - $247K
2.28K $417K
STZ
Constellation Brands, Inc.

Consumer Defensive
-462
- 23.02%
$161.05 - $222.93 $74.4K - $103K
1.55K $283K
AI
C3.Ai, Inc.

Technology
-276
- 2.41%
$20.92 - $36.93 $5.77K - $10.2K
11.2K $235K
DGX
Quest Diagnostics Inc

Healthcare
-1.15K
- 34.37%
N/A
2.2K $301K
HPE
Hewlett Packard Enterprise CO

Technology
-1.15K
- 4.85%
$14.77 - $24.42 $16.9K - $28K
22.5K $347K
SOFI
So Fi Technologies, Inc.

Financial Services
-49
- 0.12%
$11.18 - $18.03 $548 - $883
41.4K $481K
ON
On Semiconductor Corp

Technology
-1
- 0.01%
$40.69 - $64.51 $40.7 - $64.5
6.97K $283K
RJF
Raymond James Financial Inc

Financial Services
-506
- 10.11%
$137.62 - $172.64 $69.6K - $87.4K
4.5K $625K
GM
General Motors CO

Consumer Cyclical
-545
- 2.71%
$45.22 - $54.92 $24.6K - $29.9K
19.6K $919K
IWD
Ishares Russell 1000 Val ETF

ETFs
-1.04K
- 6.93%
$182.82 - $196.21 $190K - $203K
13.9K $2.62M
AFRM
Affirm Holdings, Inc.

Technology
-430
- 5.39%
$43.7 - $80.98 $18.8K - $34.8K
7.56K $341K
APO
Apollo Global Management, Inc.

Financial Services
-1
- 0.02%
$126.01 - $172.06 $126 - $172
5.14K $704K
TRGP
Targa Resources Corp.

Energy
-1.23K
- 25.41%
$178.44 - $217.22 $219K - $267K
3.61K $723K
VTRS
Viatris Inc

Healthcare
-31
- 0.09%
$8.68 - $12.42 $269 - $385
36.3K $316K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-86
- 9.39%
$634.14 - $744.83 $54.5K - $64.1K
830 $526K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-564
- 5.9%
$47.79 - $59.89 $27K - $33.8K
8.99K $451K
CCL
Carnival Corp

Consumer Cyclical
-73
- 0.32%
$19.08 - $28.49 $1.39K - $2.08K
22.5K $440K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-70
- 1.1%
$168.84 - $202.89 $11.8K - $14.2K
6.3K $1.11M
VRSN
Verisign Inc

Technology
-776
- 43.94%
$205.1 - $254.74 $159K - $198K
990 $251K
EMR
Emerson Electric CO

Industrials
-282
- 4.92%
$108.64 - $131.17 $30.6K - $37K
5.45K $597K
SHOP
Shopify Inc.

Technology
-337
- 4.73%
$90.59 - $129.31 $30.5K - $43.6K
6.79K $648K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-418
- 10.65%
$175.5 - $209.86 $73.4K - $87.7K
3.51K $636K
CVNA
Carvana Co.

Consumer Cyclical
-574
- 27.41%
$166.52 - $285.33 $95.6K - $164K
1.52K $317K
DOW
Dow Inc.

Basic Materials
-1.39K
- 12.15%
$34.36 - $41.92 $47.9K - $58.4K
10.1K $352K
KEY
Keycorp

Financial Services
-3.99K
- 12.87%
$15.15 - $18.3 $60.5K - $73.1K
27K $432K
MCHP
Microchip Technology Inc

Technology
-1.03K
- 19.15%
$48.41 - $64.3 $49.9K - $66.3K
4.35K $210K
BIIB
Biogen Inc.

Healthcare
-264
- 6.94%
$133.43 - $153.27 $35.2K - $40.5K
3.54K $484K
HUM
Humana Inc

Healthcare
-439
- 22.91%
$249.11 - $303.11 $109K - $133K
1.48K $390K
JBL
Jabil Inc

Technology
-493
- 14.79%
$130.51 - $173.33 $64.3K - $85.5K
2.84K $386K
LEN
Lennar Corp

Consumer Cyclical
-5
- 0.12%
$113.93 - $141.54 $570 - $708
4.22K $484K
JBHT
Hunt J B Transport Services Inc

Industrials
-332
- 18.45%
$146.12 - $186.55 $48.5K - $61.9K
1.47K $217K
PEP
Pepsico Inc

Consumer Defensive
-442
- 4.3%
$142.64 - $156.42 $63K - $69.1K
9.85K $1.48M
NVT
N Vent Electric PLC

Industrials
-127
- 2.46%
$52.42 - $75.4 $6.66K - $9.58K
5.03K $263K
CNC
Centene Corp

Healthcare
-1.46K
- 16.04%
$55.93 - $65.89 $81.4K - $95.9K
7.62K $462K
ASML
Asml Holding Nv

Technology
-3
- 0.11%
$662.63 - $776.99 $1.99K - $2.33K
2.79K $1.85M
GDDY
Go Daddy Inc.

Technology
-299
- 16.26%
$172.13 - $214.35 $51.5K - $64.1K
1.54K $277K
IWM
Ishares Russell 2000 ETF

ETFs
-30
- 0.82%
$198.1 - $229.79 $5.94K - $6.89K
3.62K $721K
IT
Gartner Inc

Technology
-51
- 5.51%
$418.25 - $548.38 $21.3K - $28K
874 $366K
Activity Summary
Buys All Purchases 486 New Holdings 117 Increased Positions 369 Sells All Sells 277 Reductions 277 Sold out 0 Options Calls 0 Puts 0
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