BHWM
FORA

Beaird Harris Wealth Management’s Forian FORA Stock Holding History

Beaird Harris Wealth Management’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
2025
Q1 		– Sell
-1,120
Closed -$2.31K – 522
2024
Q4 		$2.31K Hold
1,120
– – ﹤0.01% 423
2024
Q3 		$2.42K Hold
1,120
– – ﹤0.01% 420
2024
Q2 		$2.97K Hold
1,120
– – ﹤0.01% 495
2024
Q1 		$3.72K Hold
1,120
– – ﹤0.01% 420
2023
Q4 		$3.28K Hold
1,120
– – ﹤0.01% 419
2023
Q3 		$2.5K Hold
1,120
– – ﹤0.01% 345
2023
Q2 		$2.74K Hold
1,120
– – ﹤0.01% 357
2023
Q1 		$4.27K Hold
1,120
– – ﹤0.01% 329
2022
Q4 		$3.06K Sell
1,120
-1,127
-50% -$3.44K ﹤0.01% 507
2022
Q3 		$8K Hold
2,247
– – ﹤0.01% 301
2022
Q2 		$10K Hold
2,247
– – ﹤0.01% 249
2022
Q1 		$16K Hold
2,247
– – 0.01% 273
2021
Q4 		$20K Buy
+2,247
New +$21.5K 0.01% 324

Other funds holding FORA

OIM
Oracle Investment Management Greenwich, Connecticut $168M AUM 42.86% 1-Year Est. Return
SCA
STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania $2.36B AUM 23.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CH
Canton Hathaway Providence, Rhode Island $496M AUM 14.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AA
Aufman Associates Sewickley, Pennsylvania $204M AUM 39.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Beaird Harris Wealth Management's FORA Position: Q1 2025 in Review

Beaird Harris Wealth Management sold out of Forian (FORA) in Q1 2025, closing a stake of 1,120 shares — an estimated $2.31K sold.

Beaird Harris Wealth Management first reported a position in FORA in Q4 2021 and held it in 13 quarters. The position peaked at $20K in Q4 2021. 30 funds tracked by Wall St. Rank hold FORA as of Q1 2025.

  • Beaird Harris Wealth Management reported no remaining Forian position as of Q1 2025 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 1,120 Forian shares in Q1 2025, an estimated $2.31K.
  • Beaird Harris Wealth Management first reported a position in Forian in Q4 2021 and held it in 13 quarters.
  • Beaird Harris Wealth Management's Forian position peaked at $20K in Q4 2021.
  • 30 funds tracked by Wall St. Rank held Forian as of Q1 2025.

Based on Beaird Harris Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.