FPS
FORA

Fieldpoint Private Securities’s Forian FORA Stock Holding History

Fieldpoint Private Securities’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 		$0 Hold
20
– – ﹤0.01% 1562
2022
Q1 		$0 Buy
+20
New +$148 ﹤0.01% 1685

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 $299B AUM 28.69% 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

Fieldpoint Private Securities's FORA Position: Q2 2022 in Review

Fieldpoint Private Securities held its Forian (FORA) position steady in Q2 2022 at 20 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1562.

Fieldpoint Private Securities first reported a position in FORA in Q1 2022 and has held it in 2 quarters since. 39 funds tracked by Wall St. Rank hold FORA as of Q2 2022.

  • Fieldpoint Private Securities held 20 shares of Forian worth $0 as of Q2 2022.
  • Fieldpoint Private Securities left its Forian share count unchanged in Q2 2022.
  • Forian made up ﹤0.01% of Fieldpoint Private Securities's portfolio in Q2 2022, its #1562 holding.
  • Fieldpoint Private Securities first reported a position in Forian in Q1 2022 and has held it in 2 quarters since.
  • 39 funds tracked by Wall St. Rank held Forian as of Q2 2022.

Based on Fieldpoint Private Securities's 13F filing for Q2 2022, filed 5 Aug 2022.