Charles Schwab
FORA

Charles Schwab’s Forian FORA Stock Holding History

Charles Schwab’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
2022
Q2 		– Sell
-48,887
Closed -$341K – 3575
2022
Q1 		$341K Hold
48,887
– – ﹤0.01% 3186
2021
Q4 		$441K Hold
48,887
– – ﹤0.01% 3186
2021
Q3 		$505K Buy
48,887
+2,854
+6% +$31.7K ﹤0.01% 3147
2021
Q2 		$579K Buy
+46,033
New +$526K ﹤0.01% 3116

Other funds holding FORA

OIM
Oracle Investment Management Greenwich, Connecticut $168M AUM 42.86% 1-Year Est. Return
SCA
STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania $2.36B AUM 23.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CH
Canton Hathaway Providence, Rhode Island $496M AUM 14.21% 1-Year Est. Return
E
Ergoteles New York $68.2M AUM 36.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return

Charles Schwab's FORA Position: Q2 2022 in Review

Charles Schwab sold out of Forian (FORA) in Q2 2022, closing a stake of 48,887 shares — an estimated $341K sold.

Charles Schwab first reported a position in FORA in Q2 2021 and held it in 4 quarters. The position peaked at $579K in Q2 2021. 39 funds tracked by Wall St. Rank hold FORA as of Q2 2022.

  • Charles Schwab reported no remaining Forian position as of Q2 2022 after selling out during the quarter.
  • Charles Schwab sold 48,887 Forian shares in Q2 2022, an estimated $341K.
  • Charles Schwab first reported a position in Forian in Q2 2021 and held it in 4 quarters.
  • Charles Schwab's Forian position peaked at $579K in Q2 2021.
  • 39 funds tracked by Wall St. Rank held Forian as of Q2 2022.

Based on Charles Schwab's 13F filing for Q2 2022, filed 15 Aug 2022.