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Capital Impact Advisors’s Forrester Research FORR Stock Holding History

Capital Impact Advisors’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
-4,946
Closed -$107K – 73
2024
Q1 		$107K Hold
4,946
– – 0.14% 90
2023
Q4 		$133K Sell
4,946
-7,700
-61% -$201K 0.17% 92
2023
Q3 		$365K Hold
12,646
– – 0.61% 73
2023
Q2 		$368K Buy
12,646
+1,666
+15% +$49.5K 0.4% 118
2023
Q1 		$355K Sell
10,980
-6,297
-36% -$218K 0.44% 110
2022
Q4 		$618K Buy
17,277
+6,340
+58% +$232K 0.6% 58
2022
Q3 		$369K Buy
10,937
+1,316
+14% +$56.5K 0.37% 117
2022
Q2 		$460K Sell
9,621
-7,146
-43% -$370K 0.43% 107
2022
Q1 		$946K Buy
16,767
+1,941
+13% +$105K 0.69% 42
2021
Q4 		$871K Buy
+14,826
New +$824K 0.6% 59
2019
Q3 		– Sell
-38,815
Closed -$1.83M – 124
2019
Q2 		$1.83M Sell
38,815
-806
-2% -$38.8K 0.67% 72
2019
Q1 		$1.75M Hold
39,621
– – 0.77% 48
2018
Q4 		$1.75M Sell
39,621
-2,381
-6% -$102K 0.75% 51
2018
Q3 		$1.93M Hold
42,002
– – 0.66% 72
2018
Q2 		$1.77M Buy
42,002
+6,698
+19% +$287K 0.65% 77
2018
Q1 		$1.46M Buy
35,304
+5,423
+18% +$231K 0.6% 82
2017
Q4 		$1.32M Hold
29,881
– – 0.57% 89
2017
Q3 		$1.25M Buy
29,881
+1,806
+6% +$72.7K 0.56% 101
2017
Q2 		$1.1M Sell
28,075
-10,755
-28% -$425K 0.5% 105
2017
Q1 		$1.54M Buy
38,830
+14,329
+58% +$563K 0.61% 85
2016
Q4 		$1.05M Hold
24,501
– – 0.44% 108
2016
Q3 		$953K Hold
24,501
– – 0.41% 114
2016
Q2 		$903K Hold
24,501
– – 0.42% 116
2016
Q1 		$823K Buy
24,501
+17,801
+266% +$548K 0.39% 168
2015
Q4 		$191K Hold
6,700
– – 0.09% 249
2015
Q3 		$211K Hold
6,700
– – 0.11% 237
2015
Q2 		$241K Hold
6,700
– – 0.11% 249
2015
Q1 		$246K Buy
+6,700
New +$251K 0.11% 255

Other funds holding FORR

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Impact Advisors's FORR Position: Q2 2024 in Review

Capital Impact Advisors sold out of Forrester Research (FORR) in Q2 2024, closing a stake of 4,946 shares — an estimated $107K sold.

Capital Impact Advisors first reported a position in FORR in Q1 2015 and held it in 28 quarters. The position peaked at $1.93M in Q3 2018. 107 funds tracked by Wall St. Rank hold FORR as of Q2 2024.

  • Capital Impact Advisors reported no remaining Forrester Research position as of Q2 2024 after selling out during the quarter.
  • Capital Impact Advisors sold 4,946 Forrester Research shares in Q2 2024, an estimated $107K.
  • Capital Impact Advisors first reported a position in Forrester Research in Q1 2015 and held it in 28 quarters.
  • Capital Impact Advisors's Forrester Research position peaked at $1.93M in Q3 2018.
  • 107 funds tracked by Wall St. Rank held Forrester Research as of Q2 2024.

Based on Capital Impact Advisors's 13F filing for Q2 2024, filed 16 Aug 2024.