Innealta Capital’s Forrester Research FORR Stock Holding History

Innealta Capital’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 Q3	–	Sell	-5	Closed	-$85	–	730
2024 Q2	$85	Buy	+5	New	+$92	﹤0.01%	1699

Other funds holding FORR

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $7.18B AUM 21.21% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Innealta Capital's FORR Position: Q3 2024 in Review

Innealta Capital sold out of Forrester Research (FORR) in Q3 2024, closing a stake of 5 shares — an estimated $85 sold.

Innealta Capital first reported a position in FORR in Q2 2024 and held it in 1 quarter. The position peaked at $85 in Q2 2024. 106 funds tracked by Wall St. Rank hold FORR as of Q3 2024.

Innealta Capital reported no remaining Forrester Research position as of Q3 2024 after selling out during the quarter.
Innealta Capital sold 5 Forrester Research shares in Q3 2024, an estimated $85.
Innealta Capital first reported a position in Forrester Research in Q2 2024 and held it in 1 quarter.
Innealta Capital's Forrester Research position peaked at $85 in Q2 2024.
106 funds tracked by Wall St. Rank held Forrester Research as of Q3 2024.

Based on Innealta Capital's 13F filing for Q3 2024, filed 29 Oct 2024.