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Advisors Preferred’s Forrester Research FORR Stock Holding History

Advisors Preferred’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
2024
Q2 		– Sell
-68,552
Closed -$1.43M – 182
2024
Q1 		$1.43M Buy
+68,552
New +$1.55M 0.24% 58

Other funds holding FORR

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Advisors Preferred's FORR Position: Q2 2024 in Review

Advisors Preferred sold out of Forrester Research (FORR) in Q2 2024, closing a stake of 68,552 shares — an estimated $1.43M sold.

Advisors Preferred first reported a position in FORR in Q1 2024 and held it in 1 quarter. The position peaked at $1.43M in Q1 2024. 107 funds tracked by Wall St. Rank hold FORR as of Q2 2024.

  • Advisors Preferred reported no remaining Forrester Research position as of Q2 2024 after selling out during the quarter.
  • Advisors Preferred sold 68,552 Forrester Research shares in Q2 2024, an estimated $1.43M.
  • Advisors Preferred first reported a position in Forrester Research in Q1 2024 and held it in 1 quarter.
  • Advisors Preferred's Forrester Research position peaked at $1.43M in Q1 2024.
  • 107 funds tracked by Wall St. Rank held Forrester Research as of Q2 2024.

Based on Advisors Preferred's 13F filing for Q2 2024, filed 30 Jul 2024.