EI
FORA

Ellevest Inc’s Forian FORA Stock Holding History

Ellevest Inc’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
-11
Closed – – 1488
2022
Q1 		$0 Hold
11
– – ﹤0.01% 1488
2021
Q4 		$0 Buy
+11
New +$105 ﹤0.01% 1498

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

Ellevest Inc's FORA Position: Q2 2022 in Review

Ellevest Inc sold out of Forian (FORA) in Q2 2022, closing a stake of 11 shares.

Ellevest Inc first reported a position in FORA in Q4 2021 and held it in 2 quarters. The position peaked at $0 in Q1 2022. 39 funds tracked by Wall St. Rank hold FORA as of Q2 2022.

  • Ellevest Inc reported no remaining Forian position as of Q2 2022 after selling out during the quarter.
  • Ellevest Inc sold 11 Forian shares in Q2 2022.
  • Ellevest Inc first reported a position in Forian in Q4 2021 and held it in 2 quarters.
  • Ellevest Inc's Forian position peaked at $0 in Q1 2022.
  • 39 funds tracked by Wall St. Rank held Forian as of Q2 2022.

Based on Ellevest Inc's 13F filing for Q2 2022, filed 18 Jul 2022.