CastleKeep Investment Advisors
FOR icon

CastleKeep Investment Advisors’s Forestar Group FOR Stock Holding History

CastleKeep Investment Advisors’s Portfolio FOR Stock Details FOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-21,592
Closed -$868K – 103
2024
Q1 		$868K Sell
21,592
-8,010
-27% -$272K 0.63% 65
2023
Q4 		$979K Buy
+29,602
New +$858K 0.7% 67

Other funds holding FOR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WCM
Woodson Capital Management Greenwich, Connecticut $597M AUM 48.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

CastleKeep Investment Advisors's FOR Position: Q2 2024 in Review

CastleKeep Investment Advisors sold out of Forestar Group (FOR) in Q2 2024, closing a stake of 21,592 shares — an estimated $868K sold.

CastleKeep Investment Advisors first reported a position in FOR in Q4 2023 and held it in 2 quarters. The position peaked at $979K in Q4 2023. 171 funds tracked by Wall St. Rank hold FOR as of Q2 2024.

  • CastleKeep Investment Advisors reported no remaining Forestar Group position as of Q2 2024 after selling out during the quarter.
  • CastleKeep Investment Advisors sold 21,592 Forestar Group shares in Q2 2024, an estimated $868K.
  • CastleKeep Investment Advisors first reported a position in Forestar Group in Q4 2023 and held it in 2 quarters.
  • CastleKeep Investment Advisors's Forestar Group position peaked at $979K in Q4 2023.
  • 171 funds tracked by Wall St. Rank held Forestar Group as of Q2 2024.

Based on CastleKeep Investment Advisors's 13F filing for Q2 2024, filed 14 Feb 2025.