Forum Financial Management, LP Portfolio Holdings
Forum Financial Management, LP
- $5.24 Billion
- Q3 2024
Forum Financial Management, LP has filed its 13F form on October 29, 2024 for Q3 2024 where it was disclosed a total value porftolio of $5.24 Billion distributed in 840 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $1.29B, Ishares Barclays 10 20 Yr Trea with a value of $780M, Dimensional ETF Tr U S Target with a value of $489M, Dimensional ETF Tr Dimensional with a value of $444M, and Dimensional ETF Tr Emerging Mk with a value of $438M.
Examining the 13F form we can see an increase of $390M in the current position value, from $4.85B to 5.24B.
Forum Financial Management, LP is based out at Lombard, IL
Below you can find more details about Forum Financial Management, LP portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 840
- Current Value $5.24 Billion
- Prior Value $4.85 Billion
- Filing
- Period Q3 2024
- Filing Date October 29, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 74 stocks
- Additional Purchases 377 stocks
- Sold out of 0 stocks
- Reduced holdings in 219 stocks