AWM
FORA

Accel Wealth Management’s Forian FORA Stock Holding History

Accel Wealth Management’s Portfolio FORA Stock Details FORA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-100
Closed -$381 – 412
2023
Q1 		$381 Hold
100
– – ﹤0.01% 1221
2022
Q4 		$273 Hold
100
– – ﹤0.01% 1035
2022
Q3 		$0 Hold
100
– – ﹤0.01% 1068
2022
Q2 		$1K Hold
100
– – ﹤0.01% 950
2022
Q1 		$1K Buy
+100
New +$738 ﹤0.01% 900

Other funds holding FORA

OIM
Oracle Investment Management Greenwich, Connecticut $168M AUM 42.86% 1-Year Est. Return
SCA
STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania $2.36B AUM 23.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CH
Canton Hathaway Providence, Rhode Island $496M AUM 14.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GSC
Grey Street Capital Chicago, Illinois $739M AUM 50.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Accel Wealth Management's FORA Position: Q2 2023 in Review

Accel Wealth Management sold out of Forian (FORA) in Q2 2023, closing a stake of 100 shares — an estimated $381 sold.

Accel Wealth Management first reported a position in FORA in Q1 2022 and held it in 5 quarters. The position peaked at $1K in Q2 2022. 27 funds tracked by Wall St. Rank hold FORA as of Q2 2023.

  • Accel Wealth Management reported no remaining Forian position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 100 Forian shares in Q2 2023, an estimated $381.
  • Accel Wealth Management first reported a position in Forian in Q1 2022 and held it in 5 quarters.
  • Accel Wealth Management's Forian position peaked at $1K in Q2 2022.
  • 27 funds tracked by Wall St. Rank held Forian as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.