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Evoke Wealth’s Forrester Research FORR Stock Holding History

Evoke Wealth’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
2025
Q3 		– Sell
-10,074
Closed -$99.7K – 664
2025
Q2 		$99.7K Buy
+10,074
New +$100K ﹤0.01% 585

Other funds holding FORR

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
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Evoke Wealth's FORR Position: Q3 2025 in Review

Evoke Wealth sold out of Forrester Research (FORR) in Q3 2025, closing a stake of 10,074 shares — an estimated $99.7K sold.

Evoke Wealth first reported a position in FORR in Q2 2025 and held it in 1 quarter. The position peaked at $99.7K in Q2 2025. 111 funds tracked by Wall St. Rank hold FORR as of Q3 2025.

  • Evoke Wealth reported no remaining Forrester Research position as of Q3 2025 after selling out during the quarter.
  • Evoke Wealth sold 10,074 Forrester Research shares in Q3 2025, an estimated $99.7K.
  • Evoke Wealth first reported a position in Forrester Research in Q2 2025 and held it in 1 quarter.
  • Evoke Wealth's Forrester Research position peaked at $99.7K in Q2 2025.
  • 111 funds tracked by Wall St. Rank held Forrester Research as of Q3 2025.

Based on Evoke Wealth's 13F filing for Q3 2025, filed 14 Nov 2025.