CAS
FORA

Coppell Advisory Solutions’s Forian FORA Stock Holding History

Coppell Advisory Solutions’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
2023
Q4 		$12.1K Buy
+4,740
New +$12.2K ﹤0.01% 892

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
CH
Canton Hathaway Providence, Rhode Island $496M AUM 14.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GSC
Grey Street Capital Chicago, Illinois $739M AUM 50.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AA
Aufman Associates Sewickley, Pennsylvania $204M AUM 39.64% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Coppell Advisory Solutions's FORA Position: Q4 2023 in Review

Coppell Advisory Solutions opened a new position in Forian (FORA) in Q4 2023: 4,740 shares worth $12.1K. The stake represents ﹤0.01% of the portfolio and ranks #892 among its holdings.

29 funds tracked by Wall St. Rank hold FORA as of Q4 2023.

  • Coppell Advisory Solutions held 4,740 shares of Forian worth $12.1K as of Q4 2023.
  • Forian was a new Coppell Advisory Solutions position in Q4 2023.
  • Forian made up ﹤0.01% of Coppell Advisory Solutions's portfolio in Q4 2023, its #892 holding.
  • 29 funds tracked by Wall St. Rank held Forian as of Q4 2023.

Based on Coppell Advisory Solutions's 13F filing for Q4 2023, filed 14 Feb 2024.