Creative Planning
FORR icon

Creative Planning’s Forrester Research FORR Stock Holding History

Creative Planning’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
-26,772
Closed -$482K – 3627
2024
Q3 		$482K Buy
26,772
+10,651
+66% +$194K ﹤0.01% 2143
2024
Q2 		$275K Buy
+16,121
New +$296K ﹤0.01% 2427

Other funds holding FORR

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 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 $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return

Creative Planning's FORR Position: Q4 2024 in Review

Creative Planning sold out of Forrester Research (FORR) in Q4 2024, closing a stake of 26,772 shares — an estimated $482K sold.

Creative Planning first reported a position in FORR in Q2 2024 and held it in 2 quarters. The position peaked at $482K in Q3 2024. 99 funds tracked by Wall St. Rank hold FORR as of Q4 2024.

  • Creative Planning reported no remaining Forrester Research position as of Q4 2024 after selling out during the quarter.
  • Creative Planning sold 26,772 Forrester Research shares in Q4 2024, an estimated $482K.
  • Creative Planning first reported a position in Forrester Research in Q2 2024 and held it in 2 quarters.
  • Creative Planning's Forrester Research position peaked at $482K in Q3 2024.
  • 99 funds tracked by Wall St. Rank held Forrester Research as of Q4 2024.

Based on Creative Planning's 13F filing for Q4 2024, filed 14 Feb 2025.