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Cornerstone Planning Group’s Forrester Research FORR Stock Holding History

Cornerstone Planning Group’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
2024
Q4 		– Sell
-38
Closed -$570 – 1435
2024
Q3 		$570 Buy
+38
New +$693 ﹤0.01% 1055

Other funds holding FORR

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ArrowMark Colorado Holdings
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 1-Year Est. Return

Cornerstone Planning Group's FORR Position: Q4 2024 in Review

Cornerstone Planning Group sold out of Forrester Research (FORR) in Q4 2024, closing a stake of 38 shares — an estimated $570 sold.

Cornerstone Planning Group first reported a position in FORR in Q3 2024 and held it in 1 quarter. The position peaked at $570 in Q3 2024. 99 funds tracked by Wall St. Rank hold FORR as of Q4 2024.

  • Cornerstone Planning Group reported no remaining Forrester Research position as of Q4 2024 after selling out during the quarter.
  • Cornerstone Planning Group sold 38 Forrester Research shares in Q4 2024, an estimated $570.
  • Cornerstone Planning Group first reported a position in Forrester Research in Q3 2024 and held it in 1 quarter.
  • Cornerstone Planning Group's Forrester Research position peaked at $570 in Q3 2024.
  • 99 funds tracked by Wall St. Rank held Forrester Research as of Q4 2024.

Based on Cornerstone Planning Group's 13F filing for Q4 2024, filed 29 Jan 2025.