Lido Advisors
FORR icon

Lido Advisors’s Forrester Research FORR Stock Holding History

Lido 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
2023
Q1 		– Sell
-10,414
Closed -$372K – 1186
2022
Q4 		$372K Buy
10,414
+1,104
+12% +$40.4K ﹤0.01% 721
2022
Q3 		$335K Buy
9,310
+2,008
+27% +$86.3K ﹤0.01% 705
2022
Q2 		$349K Sell
7,302
-108
-1% -$5.6K ﹤0.01% 664
2022
Q1 		$418K Buy
+7,410
New +$400K ﹤0.01% 659

Other funds holding FORR

RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Lido Advisors's FORR Position: Q1 2023 in Review

Lido Advisors sold out of Forrester Research (FORR) in Q1 2023, closing a stake of 10,414 shares — an estimated $372K sold.

Lido Advisors first reported a position in FORR in Q1 2022 and held it in 4 quarters. The position peaked at $418K in Q1 2022. 121 funds tracked by Wall St. Rank hold FORR as of Q1 2023.

  • Lido Advisors reported no remaining Forrester Research position as of Q1 2023 after selling out during the quarter.
  • Lido Advisors sold 10,414 Forrester Research shares in Q1 2023, an estimated $372K.
  • Lido Advisors first reported a position in Forrester Research in Q1 2022 and held it in 4 quarters.
  • Lido Advisors's Forrester Research position peaked at $418K in Q1 2022.
  • 121 funds tracked by Wall St. Rank held Forrester Research as of Q1 2023.

Based on Lido Advisors's 13F filing for Q1 2023, filed 15 May 2023.