EI
FORR icon

Ellevest Inc’s Forrester Research FORR Stock Holding History

Ellevest Inc’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
2023
Q2 		– Sell
-390
Closed -$12.6K – 817
2023
Q1 		$12.6K Buy
390
+100
+34% +$3.46K ﹤0.01% 970
2022
Q4 		$10.4K Sell
290
-72
-20% -$2.63K ﹤0.01% 1017
2022
Q3 		$13K Hold
362
– – ﹤0.01% 927
2022
Q2 		$17K Sell
362
-4
-1% -$207 ﹤0.01% 784
2022
Q1 		$21K Buy
+366
New +$19.7K ﹤0.01% 730

Other funds holding FORR

RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.56% 1-Year Est. Return

Ellevest Inc's FORR Position: Q2 2023 in Review

Ellevest Inc sold out of Forrester Research (FORR) in Q2 2023, closing a stake of 390 shares — an estimated $12.6K sold.

Ellevest Inc first reported a position in FORR in Q1 2022 and held it in 5 quarters. The position peaked at $21K in Q1 2022. 105 funds tracked by Wall St. Rank hold FORR as of Q2 2023.

  • Ellevest Inc reported no remaining Forrester Research position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 390 Forrester Research shares in Q2 2023, an estimated $12.6K.
  • Ellevest Inc first reported a position in Forrester Research in Q1 2022 and held it in 5 quarters.
  • Ellevest Inc's Forrester Research position peaked at $21K in Q1 2022.
  • 105 funds tracked by Wall St. Rank held Forrester Research as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.