Bank of New York Mellon
FORA

Bank of New York Mellon’s Forian FORA Stock Holding History

Bank of New York Mellon’s Portfolio FORA Stock Details FORA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-50,214
Closed -$350K – 4635
2022
Q1 		$350K Buy
50,214
+1,612
+3% +$11.9K ﹤0.01% 3923
2021
Q4 		$438K Buy
48,602
+1,067
+2% +$10.2K ﹤0.01% 3886
2021
Q3 		$490K Buy
47,535
+5,848
+14% +$64.9K ﹤0.01% 3820
2021
Q2 		$524K Buy
+41,687
New +$477K ﹤0.01% 3748

Other funds holding FORA

OIM
Oracle Investment Management Greenwich, Connecticut $168M AUM 42.86% 1-Year Est. Return
SCA
STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania $2.57B AUM 26.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CH
Canton Hathaway Providence, Rhode Island $522M AUM 25.81% 1-Year Est. Return
E
Ergoteles New York $68.2M AUM 36.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return

Bank of New York Mellon's FORA Position: Q2 2022 in Review

Bank of New York Mellon sold out of Forian (FORA) in Q2 2022, closing a stake of 50,214 shares — an estimated $350K sold.

Bank of New York Mellon first reported a position in FORA in Q2 2021 and held it in 4 quarters. The position peaked at $524K in Q2 2021. 39 funds tracked by Wall St. Rank hold FORA as of Q2 2022.

  • Bank of New York Mellon reported no remaining Forian position as of Q2 2022 after selling out during the quarter.
  • Bank of New York Mellon sold 50,214 Forian shares in Q2 2022, an estimated $350K.
  • Bank of New York Mellon first reported a position in Forian in Q2 2021 and held it in 4 quarters.
  • Bank of New York Mellon's Forian position peaked at $524K in Q2 2021.
  • 39 funds tracked by Wall St. Rank held Forian as of Q2 2022.

Based on Bank of New York Mellon's 13F filing for Q2 2022, filed 15 Aug 2022.