Bank of Montreal’s Forrester Research FORR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,518
| Closed | -$200K | – | 4196 |
|
|
2022
Q1 | $200K | Buy |
+3,518
| New | +$190K | ﹤0.01% | 3459 |
|
|
2021
Q2 | – | Sell |
-2,867
| Closed | -$119K | – | 4111 |
|
|
2021
Q1 | $119K | Sell |
2,867
-96
| -3% | -$4.17K | ﹤0.01% | 3323 |
|
|
2020
Q4 | $128K | Buy |
2,963
+1,756
| +145% | +$70.2K | ﹤0.01% | 3451 |
|
|
2020
Q3 | $40K | Sell |
1,207
-371
| -24% | -$12.7K | ﹤0.01% | 3526 |
|
|
2020
Q2 | $51K | Buy |
1,578
+971
| +160% | +$30.8K | ﹤0.01% | 3434 |
|
|
2020
Q1 | $16K | Sell |
607
-1,110
| -65% | -$42.2K | ﹤0.01% | 3328 |
|
|
2019
Q4 | $71K | Buy |
1,717
+320
| +23% | +$11.9K | ﹤0.01% | 3657 |
|
|
2019
Q3 | $45K | Sell |
1,397
-401
| -22% | -$15.9K | ﹤0.01% | 3672 |
|
|
2019
Q2 | $86K | Buy |
1,798
+886
| +97% | +$42.7K | ﹤0.01% | 3429 |
|
|
2019
Q1 | $44K | Buy |
912
+176
| +24% | +$8.2K | ﹤0.01% | 3382 |
|
|
2018
Q4 | $33K | Sell |
736
-1,682
| -70% | -$71.7K | ﹤0.01% | 3449 |
|
|
2018
Q3 | $111K | Sell |
2,418
-2
| -0.1% | -$92 | ﹤0.01% | 3054 |
|
|
2018
Q2 | $101K | Sell |
2,420
-20
| -0.8% | -$857 | ﹤0.01% | 3115 |
|
|
2018
Q1 | $101K | Buy |
2,440
+87
| +4% | +$3.71K | ﹤0.01% | 2960 |
|
|
2017
Q4 | $105K | Buy |
2,353
+721
| +44% | +$32.3K | ﹤0.01% | 2984 |
|
|
2017
Q3 | $68K | Buy |
1,632
+1,125
| +222% | +$45.3K | ﹤0.01% | 3119 |
|
|
2017
Q2 | $20K | Sell |
507
-399
| -44% | -$15.8K | ﹤0.01% | 3538 |
|
|
2017
Q1 | $36K | Buy |
906
+245
| +37% | +$9.62K | ﹤0.01% | 3188 |
|
|
2016
Q4 | $27K | Hold |
661
| – | – | ﹤0.01% | 3305 |
|
|
2016
Q3 | $26K | Hold |
661
| – | – | ﹤0.01% | 3255 |
|
|
2016
Q2 | $24K | Hold |
661
| – | – | ﹤0.01% | 3312 |
|
|
2016
Q1 | $22K | Buy |
661
+399
| +152% | +$12.3K | ﹤0.01% | 3364 |
|
|
2015
Q4 | $7K | Sell |
262
-198
| -43% | -$6.17K | ﹤0.01% | 3697 |
|
|
2015
Q3 | $14K | Sell |
460
-1,266
| -73% | -$41.8K | ﹤0.01% | 3374 |
|
|
2015
Q2 | $62K | Sell |
1,726
-39
| -2% | -$1.38K | ﹤0.01% | 2939 |
|
|
2015
Q1 | $65K | Sell |
1,765
-474
| -21% | -$17.8K | ﹤0.01% | 2811 |
|
|
2014
Q4 | $88K | Hold |
2,239
| – | – | ﹤0.01% | 2830 |
|
|
2014
Q3 | $83K | Sell |
2,239
-4,790
| -68% | -$183K | ﹤0.01% | 2909 |
|
|
2014
Q2 | $266K | Buy |
7,029
+290
| +4% | +$10.6K | ﹤0.01% | 2399 |
|
|
2014
Q1 | $242K | Sell |
6,739
-365
| -5% | -$13.6K | ﹤0.01% | 2423 |
|
|
2013
Q4 | $272K | Buy |
7,104
+227
| +3% | +$8.67K | ﹤0.01% | 2104 |
|
|
2013
Q3 | $252K | Buy |
6,877
+230
| +3% | +$8.14K | ﹤0.01% | 2131 |
|
|
2013
Q2 | $244K | Buy |
+6,647
| New | +$238K | ﹤0.01% | 2093 |
|
Other funds holding FORR
RA
ACH
Bank of Montreal's FORR Position: Q2 2022 in Review
Bank of Montreal sold out of Forrester Research (FORR) in Q2 2022, closing a stake of 3,518 shares — an estimated $200K sold.
Bank of Montreal first reported a position in FORR in Q2 2013 and held it in 33 quarters. The position peaked at $272K in Q4 2013. 131 funds tracked by Wall St. Rank hold FORR as of Q2 2022.
- Bank of Montreal reported no remaining Forrester Research position as of Q2 2022 after selling out during the quarter.
- Bank of Montreal sold 3,518 Forrester Research shares in Q2 2022, an estimated $200K.
- Bank of Montreal first reported a position in Forrester Research in Q2 2013 and held it in 33 quarters.
- Bank of Montreal's Forrester Research position peaked at $272K in Q4 2013.
- 131 funds tracked by Wall St. Rank held Forrester Research as of Q2 2022.
Based on Bank of Montreal's 13F filing for Q2 2022, filed 11 Aug 2022.