CAPTRUST Financial Advisors
FORR icon

CAPTRUST Financial Advisors’s Forrester Research FORR Stock Holding History

CAPTRUST Financial 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
2022
Q3 		– Sell
-453
Closed -$22K – 2777
2022
Q2 		$22K Sell
453
-16
-3% -$829 ﹤0.01% 3316
2022
Q1 		$26K Buy
469
+335
+250% +$18.1K ﹤0.01% 3230
2021
Q4 		$8K Hold
134
– – ﹤0.01% 3843
2021
Q3 		$7K Hold
134
– – ﹤0.01% 3802
2021
Q2 		$6K Hold
134
– – ﹤0.01% 3777
2021
Q1 		$6K Buy
+134
New +$5.82K ﹤0.01% 3650

Other funds holding FORR

RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CAPTRUST Financial Advisors's FORR Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of Forrester Research (FORR) in Q3 2022, closing a stake of 453 shares — an estimated $22K sold.

CAPTRUST Financial Advisors first reported a position in FORR in Q1 2021 and held it in 6 quarters. The position peaked at $26K in Q1 2022. 126 funds tracked by Wall St. Rank hold FORR as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining Forrester Research position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 453 Forrester Research shares in Q3 2022, an estimated $22K.
  • CAPTRUST Financial Advisors first reported a position in Forrester Research in Q1 2021 and held it in 6 quarters.
  • CAPTRUST Financial Advisors's Forrester Research position peaked at $26K in Q1 2022.
  • 126 funds tracked by Wall St. Rank held Forrester Research as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.