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Capital Performance Advisors’s Forrester Research FORR Stock Holding History

Capital Performance 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
Q4 		– Sell
-151
Closed -$2.72K – 1071
2024
Q3 		$2.72K Buy
+151
New +$2.75K ﹤0.01% 1407

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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return

Capital Performance Advisors's FORR Position: Q4 2024 in Review

Capital Performance Advisors sold out of Forrester Research (FORR) in Q4 2024, closing a stake of 151 shares — an estimated $2.72K sold.

Capital Performance Advisors first reported a position in FORR in Q3 2024 and held it in 1 quarter. The position peaked at $2.72K in Q3 2024. 99 funds tracked by Wall St. Rank hold FORR as of Q4 2024.

  • Capital Performance Advisors reported no remaining Forrester Research position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 151 Forrester Research shares in Q4 2024, an estimated $2.72K.
  • Capital Performance Advisors first reported a position in Forrester Research in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Forrester Research position peaked at $2.72K in Q3 2024.
  • 99 funds tracked by Wall St. Rank held Forrester Research as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.