Capital Advisors Ltd’s Forian FORA Stock Holding History

Capital Advisors Ltd’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 Q3	–	Sell	-47	Closed	–	–	1321
2022 Q2	$0	Buy	+47	New	+$181	﹤0.01%	1106

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Canton Hathaway Providence, Rhode Island $496M AUM 14.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ergoteles New York $68.2M AUM 36.16% 1-Year Est. Return

PCM

Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return

Capital Advisors Ltd's FORA Position: Q3 2022 in Review

Capital Advisors Ltd sold out of Forian (FORA) in Q3 2022, closing a stake of 47 shares.

Capital Advisors Ltd first reported a position in FORA in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 35 funds tracked by Wall St. Rank hold FORA as of Q3 2022.

Capital Advisors Ltd reported no remaining Forian position as of Q3 2022 after selling out during the quarter.
Capital Advisors Ltd sold 47 Forian shares in Q3 2022.
Capital Advisors Ltd first reported a position in Forian in Q2 2022 and held it in 1 quarter.
Capital Advisors Ltd's Forian position peaked at $0 in Q2 2022.
35 funds tracked by Wall St. Rank held Forian as of Q3 2022.

Based on Capital Advisors Ltd's 13F filing for Q3 2022, filed 9 Nov 2022.