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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 $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Advisor Group's FORR Position: Q2 2019 in Review

Advisor Group sold out of Forrester Research (FORR) in Q2 2019, closing a stake of 100 shares — an estimated $5K sold.

Advisor Group first reported a position in FORR in Q3 2016 and held it in 11 quarters. The position peaked at $19K in Q3 2018. 128 funds tracked by Wall St. Rank hold FORR as of Q2 2019.

  • Advisor Group reported no remaining Forrester Research position as of Q2 2019 after selling out during the quarter.
  • Advisor Group sold 100 Forrester Research shares in Q2 2019, an estimated $5K.
  • Advisor Group first reported a position in Forrester Research in Q3 2016 and held it in 11 quarters.
  • Advisor Group's Forrester Research position peaked at $19K in Q3 2018.
  • 128 funds tracked by Wall St. Rank held Forrester Research as of Q2 2019.

Based on Advisor Group's 13F filing for Q2 2019, filed 31 Jul 2019.