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Harvest Group Wealth Management’s Forrester Research FORR Stock Holding History

Harvest Group Wealth 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
2021
Q1 		– Sell
-6
Closed – – 270
2020
Q4 		$0 Hold
6
– – ﹤0.01% 708
2020
Q3 		$0 Hold
6
– – ﹤0.01% 662
2020
Q2 		$0 Hold
6
– – ﹤0.01% 598
2020
Q1 		$0 Buy
+6
New +$228 ﹤0.01% 663

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Royce & Associates
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harvest Group Wealth Management's FORR Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Forrester Research (FORR) in Q1 2021, closing a stake of 6 shares.

Harvest Group Wealth Management first reported a position in FORR in Q1 2020 and held it in 4 quarters. The position peaked at $0 in Q4 2020. 100 funds tracked by Wall St. Rank hold FORR as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Forrester Research position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 6 Forrester Research shares in Q1 2021.
  • Harvest Group Wealth Management first reported a position in Forrester Research in Q1 2020 and held it in 4 quarters.
  • Harvest Group Wealth Management's Forrester Research position peaked at $0 in Q4 2020.
  • 100 funds tracked by Wall St. Rank held Forrester Research as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.