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JOYN Advisors’s Forrester Research FORR Stock Holding History

JOYN Advisors’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
2019
Q1 		– Sell
-53
Closed -$2K – 577
2018
Q4 		$2K Sell
53
-60
-53% -$2.56K ﹤0.01% 1488
2018
Q3 		$5K Sell
113
-6
-5% -$276 ﹤0.01% 1179
2018
Q2 		$5K Buy
119
+101
+561% +$4.33K ﹤0.01% 1123
2018
Q1 		$1K Buy
+18
New +$768 ﹤0.01% 1178

Other funds holding FORR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Ballentine Partners
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

JOYN Advisors's FORR Position: Q1 2019 in Review

JOYN Advisors sold out of Forrester Research (FORR) in Q1 2019, closing a stake of 53 shares — an estimated $2K sold.

JOYN Advisors first reported a position in FORR in Q1 2018 and held it in 4 quarters. The position peaked at $5K in Q3 2018. 132 funds tracked by Wall St. Rank hold FORR as of Q1 2019.

  • JOYN Advisors reported no remaining Forrester Research position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 53 Forrester Research shares in Q1 2019, an estimated $2K.
  • JOYN Advisors first reported a position in Forrester Research in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Forrester Research position peaked at $5K in Q3 2018.
  • 132 funds tracked by Wall St. Rank held Forrester Research as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.