BCM
FORA

Brainard Capital Management’s Forian FORA Stock Holding History

Brainard Capital 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
2023
Q1 		$67.2K Buy
17,640
+5,454
+45% +$19K 0.05% 94
2022
Q4 		$33.3K Buy
+12,186
New +$37.2K 0.03% 104

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
CH
Canton Hathaway Providence, Rhode Island $522M AUM 25.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Brainard Capital Management's FORA Position: Q1 2023 in Review

Brainard Capital Management increased its Forian (FORA) stake by 45% in Q1 2023, buying an estimated $19K and bringing the position to 17,640 shares worth $67.2K. The position accounts for 0.05% of the portfolio, ranked #94.

Brainard Capital Management first reported a position in FORA in Q4 2022 and has held it in 2 quarters since. 29 funds tracked by Wall St. Rank hold FORA as of Q1 2023.

  • Brainard Capital Management held 17,640 shares of Forian worth $67.2K as of Q1 2023.
  • Brainard Capital Management bought 5,454 Forian shares in Q1 2023, an estimated $19K.
  • Forian made up 0.05% of Brainard Capital Management's portfolio in Q1 2023, its #94 holding.
  • Brainard Capital Management first reported a position in Forian in Q4 2022 and has held it in 2 quarters since.
  • 29 funds tracked by Wall St. Rank held Forian as of Q1 2023.

Based on Brainard Capital Management's 13F filing for Q1 2023, filed 9 May 2023.