GIA
FORA

GHP Investment Advisors’s Forian FORA Stock Holding History

GHP Investment Advisors’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
2023
Q2 		– Sell
-20
Closed -$77 – 940
2023
Q1 		$77 Hold
20
– – ﹤0.01% 911
2022
Q4 		$55 Hold
20
– – ﹤0.01% 921
2022
Q3 		$0 Hold
20
– – ﹤0.01% 923
2022
Q2 		$0 Hold
20
– – ﹤0.01% 960
2022
Q1 		$0 Buy
+20
New +$148 ﹤0.01% 941

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
CH
Canton Hathaway Providence, Rhode Island $522M AUM 25.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GSC
Grey Street Capital Chicago, Illinois $739M AUM 50.4% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

GHP Investment Advisors's FORA Position: Q2 2023 in Review

GHP Investment Advisors sold out of Forian (FORA) in Q2 2023, closing a stake of 20 shares — an estimated $77 sold.

GHP Investment Advisors first reported a position in FORA in Q1 2022 and held it in 5 quarters. The position peaked at $77 in Q1 2023. 27 funds tracked by Wall St. Rank hold FORA as of Q2 2023.

  • GHP Investment Advisors reported no remaining Forian position as of Q2 2023 after selling out during the quarter.
  • GHP Investment Advisors sold 20 Forian shares in Q2 2023, an estimated $77.
  • GHP Investment Advisors first reported a position in Forian in Q1 2022 and held it in 5 quarters.
  • GHP Investment Advisors's Forian position peaked at $77 in Q1 2023.
  • 27 funds tracked by Wall St. Rank held Forian as of Q2 2023.

Based on GHP Investment Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.