AWM
FORR icon

Avior Wealth Management’s Forrester Research FORR Stock Holding History

Avior Wealth Management’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
-2
Closed -$43 – 2801
2024
Q1 		$43 Buy
+2
New +$45 ﹤0.01% 3507

Other funds holding FORR

RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Avior Wealth Management's FORR Position: Q2 2024 in Review

Avior Wealth Management sold out of Forrester Research (FORR) in Q2 2024, closing a stake of 2 shares — an estimated $43 sold.

Avior Wealth Management first reported a position in FORR in Q1 2024 and held it in 1 quarter. The position peaked at $43 in Q1 2024. 107 funds tracked by Wall St. Rank hold FORR as of Q2 2024.

  • Avior Wealth Management reported no remaining Forrester Research position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 2 Forrester Research shares in Q2 2024, an estimated $43.
  • Avior Wealth Management first reported a position in Forrester Research in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Forrester Research position peaked at $43 in Q1 2024.
  • 107 funds tracked by Wall St. Rank held Forrester Research as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.