Forum Financial Management, LP Banks—Regional

Forum Financial Management, LP

  • $5.24 Billion
  • Q3 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$821M
$19.3 Million 0.37% of portfolio
1,234,213
Q3 2024 Reduced 54.27%
$40.7B
$1.63 Million 0.03% of portfolio
94,166
Q1 2024 Added 3.88%
$65.2B
$1.14 Million 0.02% of portfolio
273,134
Q4 2023 Reduced 5.37%
$80.6B
$972,000 0.02% of portfolio
5,262
Q3 2024 Reduced 0.25%
$219M
$901,000 0.02% of portfolio
18,778
Q3 2024 Reduced 0.48%
$8.01B
$658,000 0.01% of portfolio
6,065
Q3 2024 Added 2.81%
$30.3B
$614,000 0.01% of portfolio
14,344
Q3 2024 Reduced 0.17%
$33.4B
$588,000 0.01% of portfolio
320
Q3 2024 Reduced 0.31%
$72.9B
$565,000 0.01% of portfolio
12,363
Q3 2024 Added 16.71%
$1.87B
$515,000 0.01% of portfolio
16,056
Q4 2023 Reduced 14.83%
$34.4B
$500,000 0.01% of portfolio
2,811
Q3 2024 Added 0.07%
$62.4B
$444,000 0.01% of portfolio
10,397
Q3 2024 Added 0.88%
$51.4B
$416,000 0.01% of portfolio
134,044
Q2 2024 Added 102.2%
$6.76B
$376,000 0.01% of portfolio
20,156
Q3 2024 Added 0.02%
$22.9B
$376,000 0.01% of portfolio
16,130
Q3 2024 Added 0.21%
$564M
$369,000 0.01% of portfolio
31,872
Q3 2022 Added 1.13%
$3.34B
$308,000 0.01% of portfolio
6,046
Q3 2024 Added 0.02%
$8.28B
$262,000 0.0% of portfolio
4,376
Q3 2024 Reduced 0.07%
$10B
$255,000 0.0% of portfolio
2,955
Q3 2024 New
$126M
$247,000 0.0% of portfolio
13,439
Q4 2021 New
$7.38B
$246,000 0.0% of portfolio
2,463
Q4 2023 New
$8.77B
$241,000 0.0% of portfolio
5,121
Q3 2024 Added 0.08%
$16.5B
$234,000 0.0% of portfolio
14,009
Q3 2024 Added 0.63%
$6.03B
$232,000 0.0% of portfolio
5,401
Q3 2024 Reduced 1.17%
$9.42B
$218,000 0.0% of portfolio
2,227
Q3 2024 New
$1.43B
$216,000 0.0% of portfolio
11,669
Q3 2024 New
$7.39B
$215,000 0.0% of portfolio
2,060
Q3 2024 New
$10.4B
$208,000 0.0% of portfolio
4,474
Q3 2024 New
$11.3B
$183,000 0.0% of portfolio
11,799
Q3 2024 Added 0.08%
$5.46B
$176,000 0.0% of portfolio
12,514
Q3 2024 Added 0.02%
$5.15B
$155,000 0.0% of portfolio
17,203
Q3 2024 Added 0.02%
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