CAIM
FORA

Catherine Avery Investment Management’s Forian FORA Stock Holding History

Catherine Avery Investment Management’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
2025
Q2 		– Sell
-1,319
Closed -$2.64K – 170
2025
Q1 		$2.64K Hold
1,319
– – ﹤0.01% 131
2024
Q4 		$2.72K Buy
+1,319
New +$2.74K ﹤0.01% 131

Other funds holding FORA

OIM
Oracle Investment Management Greenwich, Connecticut $168M AUM 42.86% 1-Year Est. Return
SCA
STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania $2.57B AUM 26.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CH
Canton Hathaway Providence, Rhode Island $522M AUM 25.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AA
Aufman Associates Sewickley, Pennsylvania $251M AUM 73.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Catherine Avery Investment Management's FORA Position: Q2 2025 in Review

Catherine Avery Investment Management sold out of Forian (FORA) in Q2 2025, closing a stake of 1,319 shares — an estimated $2.64K sold.

Catherine Avery Investment Management first reported a position in FORA in Q4 2024 and held it in 2 quarters. The position peaked at $2.72K in Q4 2024. 28 funds tracked by Wall St. Rank hold FORA as of Q2 2025.

  • Catherine Avery Investment Management reported no remaining Forian position as of Q2 2025 after selling out during the quarter.
  • Catherine Avery Investment Management sold 1,319 Forian shares in Q2 2025, an estimated $2.64K.
  • Catherine Avery Investment Management first reported a position in Forian in Q4 2024 and held it in 2 quarters.
  • Catherine Avery Investment Management's Forian position peaked at $2.72K in Q4 2024.
  • 28 funds tracked by Wall St. Rank held Forian as of Q2 2025.

Based on Catherine Avery Investment Management's 13F filing for Q2 2025, filed 5 Jan 2026.