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Loring Wolcott & Coolidge Fiduciary Advisors’s Forrester Research FORR Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2022
Q1 		– Sell
-157
Closed -$9K – 665
2021
Q4 		$9K Hold
157
– – ﹤0.01% 613
2021
Q3 		$8K Hold
157
– – ﹤0.01% 616
2021
Q2 		$7K Buy
+157
New +$6.77K ﹤0.01% 696
2021
Q1 		– Sell
-157
Closed -$7K – 455
2020
Q4 		$7K Buy
+157
New +$6.27K ﹤0.01% 637

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ACM
American Capital Management New York $1.86B AUM 20.23% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's FORR Position: Q1 2022 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Forrester Research (FORR) in Q1 2022, closing a stake of 157 shares — an estimated $9K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in FORR in Q4 2020 and held it in 4 quarters. The position peaked at $9K in Q4 2021. 135 funds tracked by Wall St. Rank hold FORR as of Q1 2022.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Forrester Research position as of Q1 2022 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 157 Forrester Research shares in Q1 2022, an estimated $9K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Forrester Research in Q4 2020 and held it in 4 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Forrester Research position peaked at $9K in Q4 2021.
  • 135 funds tracked by Wall St. Rank held Forrester Research as of Q1 2022.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2022, filed 13 Apr 2022.