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

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