AG
FORR icon

Advisor Group’s Forrester Research FORR Stock Holding History

Advisor Group’s Portfolio FORR Stock Details FORR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-100
Closed -$5K – 5268
2019
Q1 		$5K Sell
100
-286
-74% -$13.3K ﹤0.01% 4675
2018
Q4 		$17K Sell
386
-28
-7% -$1.19K ﹤0.01% 3911
2018
Q3 		$19K Buy
414
+25
+6% +$1.15K ﹤0.01% 3926
2018
Q2 		$16K Sell
389
-14
-3% -$600 ﹤0.01% 3835
2018
Q1 		$17K Sell
403
-22
-5% -$939 ﹤0.01% 3775
2017
Q4 		$18K Sell
425
-2
-0.5% -$90 ﹤0.01% 3768
2017
Q3 		$18K Buy
427
+171
+67% +$6.89K ﹤0.01% 3616
2017
Q2 		$10K Buy
256
+35
+16% +$1.38K ﹤0.01% 3914
2017
Q1 		$9K Buy
221
+99
+81% +$3.89K ﹤0.01% 3836
2016
Q4 		$5K Buy
122
+22
+22% +$875 ﹤0.01% 3925
2016
Q3 		$4K Buy
+100
New +$3.96K ﹤0.01% 3976

Other funds holding FORR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
BP
Ballentine Partners Waltham, Massachusetts $7.18B AUM 21.21% 1-Year Est. Return