MAI Managed Volatility Fund META Holdings History
Number of Shares
7,289.00
Current Holdings Value*
$4.72 Mil
% of Portfolio
3.87%
Total Estimate Gain
$3.87 Mil
% of Total Estimate Gain
274.35%
MAI Managed Volatility Fund's Meta Platforms Inc Holding Summary
As of 2025-05-31, FORUM FUNDS held 7,289.00 shares of Meta Platforms Inc(META), totaling $4.72 Mil. This investment constitutes 3.87% of their stock portfolio, and FORUM FUNDS now holds 0% of the outstanding Meta Platforms Inc(META) stock.
The initial trade took place in 2020Q2. In addition, there have been 1 sales at an average price of $246.34 for 315.00 shares. Based on historical transaction data and META's current price of $713.58, MAI Managed Volatility Fund's estimated gain on his META holdings is $3.87 Mil, reflecting a 274.35% gain to date.
MAI Managed Volatility Fund META ($713.58) Holding Chart
MAI Managed Volatility Fund META ($713.58) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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