BFEC
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Benjamin F. Edwards & Company’s Forrester Research FORR Stock Holding History

Benjamin F. Edwards & Company’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
-84
Closed -$2K – 2172
2024
Q1 		$2K Buy
+84
New +$1.91K ﹤0.01% 2017

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ACH
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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

Benjamin F. Edwards & Company's FORR Position: Q2 2024 in Review

Benjamin F. Edwards & Company sold out of Forrester Research (FORR) in Q2 2024, closing a stake of 84 shares — an estimated $2K sold.

Benjamin F. Edwards & Company first reported a position in FORR in Q1 2024 and held it in 1 quarter. The position peaked at $2K in Q1 2024. 107 funds tracked by Wall St. Rank hold FORR as of Q2 2024.

  • Benjamin F. Edwards & Company reported no remaining Forrester Research position as of Q2 2024 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 84 Forrester Research shares in Q2 2024, an estimated $2K.
  • Benjamin F. Edwards & Company first reported a position in Forrester Research in Q1 2024 and held it in 1 quarter.
  • Benjamin F. Edwards & Company's Forrester Research position peaked at $2K in Q1 2024.
  • 107 funds tracked by Wall St. Rank held Forrester Research as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.