Forum Financial Management, LP Closed Holding Positions

Forum Financial Management, LP

  • $5.24 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Bhp Billiton Adr New
Q1 2022 Filed on May 16, 2022
4,924
N/A
NUVA
Nuvasive Inc

Healthcare
Q1 2022 Filed on May 16, 2022
5,789
$48.09 - $57.79 $278K - $335K
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
Q1 2022 Filed on May 16, 2022
3,704
$69.64 - $93.47 $258K - $346K
Anthem Inc
Q1 2022 Filed on May 16, 2022
4,347
N/A
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
Q1 2022 Filed on May 16, 2022
112,071
$12.78 - $15.61 $1.43M - $1.75M
Ihs Markit LTD
Q1 2022 Filed on May 16, 2022
3,663
N/A
Travelers Companies Inc
Q1 2022 Filed on May 16, 2022
4,291
N/A
WBK
Westpac Banking Corporation

Financial Services
Q1 2022 Filed on May 16, 2022
60,049
N/A
IEX
Idex Corp

Industrials
Q1 2022 Filed on May 16, 2022
1,122
$183.29 - $235.52 $206K - $264K
CPRI
Capri Holdings LTD

Consumer Cyclical
Q1 2022 Filed on May 16, 2022
3,717
$46.16 - $70.76 $172K - $263K
Cerner Corp Com
Q1 2022 Filed on May 16, 2022
2,596
N/A
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
Q1 2022 Filed on May 16, 2022
1,207
$134.84 - $172.57 $163K - $208K
FAF
First American Financial Corp

Financial Services
Q1 2022 Filed on May 16, 2022
2,623
$64.02 - $80.64 $168K - $212K
PUK
Prudential PLC

Financial Services
Q1 2022 Filed on May 16, 2022
6,084
$26.47 - $36.51 $161K - $222K
LYFT
Lyft, Inc.

Technology
Q1 2022 Filed on May 16, 2022
4,925
$34.48 - $44.95 $170K - $221K
BERY
Berry Global Group, Inc.

Consumer Cyclical
Q1 2022 Filed on May 16, 2022
2,864
$53.25 - $73.4 $153K - $210K
SYNA
Synaptics Inc

Technology
Q1 2022 Filed on May 16, 2022
763
$181.06 - $288.57 $138K - $220K
HAS
Hasbro, Inc.

Consumer Cyclical
Q1 2022 Filed on May 16, 2022
2,273
$81.92 - $103.92 $186K - $236K
GNRC
Generac Holdings Inc.

Industrials
Q1 2022 Filed on May 16, 2022
671
$256.99 - $347.91 $172K - $233K
Xilinx Inc
Q1 2022 Filed on May 16, 2022
1,114
N/A
Royal Dutch Shell B Adrf
Q1 2022 Filed on May 16, 2022
25,041
N/A
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