KPW
FORR icon

Kore Private Wealth’s Forrester Research FORR Stock Holding History

Kore Private Wealth’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
2020
Q3 		– Sell
-379
Closed -$12K – 555
2020
Q2 		$12K Buy
379
+129
+52% +$4.09K ﹤0.01% 748
2020
Q1 		$7K Hold
250
– – ﹤0.01% 740
2019
Q4 		$10K Buy
+250
New +$9.32K ﹤0.01% 742
2019
Q2 		– Sell
-250
Closed -$12K – 429
2019
Q1 		$12K Hold
250
– – ﹤0.01% 591
2018
Q4 		$11K Buy
+250
New +$10.7K ﹤0.01% 560

Other funds holding FORR

BlackRock
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Wellington Management Group
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return