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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
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
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
ACH
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 $3.37T AUM 44.26% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Kore Private Wealth's FORR Position: Q3 2020 in Review

Kore Private Wealth sold out of Forrester Research (FORR) in Q3 2020, closing a stake of 379 shares — an estimated $12K sold.

Kore Private Wealth first reported a position in FORR in Q4 2018 and held it in 5 quarters. The position peaked at $12K in Q2 2020. 96 funds tracked by Wall St. Rank hold FORR as of Q3 2020.

  • Kore Private Wealth reported no remaining Forrester Research position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 379 Forrester Research shares in Q3 2020, an estimated $12K.
  • Kore Private Wealth first reported a position in Forrester Research in Q4 2018 and held it in 5 quarters.
  • Kore Private Wealth's Forrester Research position peaked at $12K in Q2 2020.
  • 96 funds tracked by Wall St. Rank held Forrester Research as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.