AF
FORR icon

Allworth Financial’s Forrester Research FORR Stock Holding History

Allworth Financial’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
2026
Q1 		$1.22K Buy
216
+200
+1,250% +$1.37K ﹤0.01% 4516
2025
Q4 		$130 Sell
16
-57
-78% -$448 ﹤0.01% 4752
2025
Q3 		$774 Buy
73
+67
+1,117% +$679 ﹤0.01% 4320
2025
Q2 		$60 Buy
+6
New +$60 ﹤0.01% 4435
2024
Q4 		– Sell
-17
Closed -$307 – 3981
2024
Q3 		$307 Sell
17
-16
-48% -$292 ﹤0.01% 3521
2024
Q2 		$599 Sell
33
-95
-74% -$1.75K ﹤0.01% 3322
2024
Q1 		$2.76K Buy
+128
New +$2.9K ﹤0.01% 2685
2023
Q4 		– Sell
-6
Closed -$174 – 3520
2023
Q3 		$174 Sell
6
-5
-45% -$154 ﹤0.01% 3245
2023
Q2 		$320 Buy
+11
New +$327 ﹤0.01% 3000

Other funds holding FORR

PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return