Envestnet Asset Management
FORR icon

Envestnet Asset Management’s Forrester Research FORR Stock Holding History

Envestnet Asset Management’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
Q1 		– Sell
-9,449
Closed -$253K – 4216
2023
Q4 		$253K Buy
9,449
+240
+3% +$6.25K ﹤0.01% 3708
2023
Q3 		$266K Buy
+9,209
New +$283K ﹤0.01% 3595
2018
Q3 		– Sell
-162
Closed -$7K – 1731
2018
Q2 		$7K Hold
162
– – ﹤0.01% 2602
2018
Q1 		$7K Buy
162
+14
+9% +$597 ﹤0.01% 2555
2017
Q4 		$7K Buy
148
+24
+19% +$1.08K ﹤0.01% 2686
2017
Q3 		$5K Hold
124
– – ﹤0.01% 2707
2017
Q2 		$5K Hold
124
– – ﹤0.01% 2828
2017
Q1 		$5K Hold
124
– – ﹤0.01% 2897
2016
Q4 		$5K Buy
+124
New +$4.93K ﹤0.01% 2874

Other funds holding FORR

RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 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
KLC
Kent Lake Capital Reno, Nevada $222M AUM 18.04% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 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 $3.37T AUM 44.26% 1-Year Est. Return

Envestnet Asset Management's FORR Position: Q1 2024 in Review

Envestnet Asset Management sold out of Forrester Research (FORR) in Q1 2024, closing a stake of 9,449 shares — an estimated $253K sold.

Envestnet Asset Management first reported a position in FORR in Q4 2016 and held it in 9 quarters. The position peaked at $266K in Q3 2023. 108 funds tracked by Wall St. Rank hold FORR as of Q1 2024.

  • Envestnet Asset Management reported no remaining Forrester Research position as of Q1 2024 after selling out during the quarter.
  • Envestnet Asset Management sold 9,449 Forrester Research shares in Q1 2024, an estimated $253K.
  • Envestnet Asset Management first reported a position in Forrester Research in Q4 2016 and held it in 9 quarters.
  • Envestnet Asset Management's Forrester Research position peaked at $266K in Q3 2023.
  • 108 funds tracked by Wall St. Rank held Forrester Research as of Q1 2024.

Based on Envestnet Asset Management's 13F filing for Q1 2024, filed 13 May 2024.