Morgan Stanley
FORA

Morgan Stanley’s Forian FORA Stock Holding History

Morgan Stanley’s Portfolio FORA Stock Details FORA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,500
Closed -$5.4K – 8011
2024
Q3 		$5.4K Hold
2,500
– – ﹤0.01% 6900
2024
Q2 		$6.63K Sell
2,500
-588
-19% -$1.59K ﹤0.01% 6783
2024
Q1 		$10.3K Buy
+3,088
New +$8.96K ﹤0.01% 6696
2023
Q2 		– Sell
-626
Closed -$2.38K – 7674
2023
Q1 		$2.38K Buy
626
+588
+1,547% +$2.05K ﹤0.01% 7207
2022
Q4 		$104 Sell
38
-1,614
-98% -$4.93K ﹤0.01% 7693
2022
Q3 		$5K Sell
1,652
-11,249
-87% -$49.6K ﹤0.01% 7249
2022
Q2 		$56K Buy
12,901
+9,567
+287% +$36.8K ﹤0.01% 6557
2022
Q1 		$24K Sell
3,334
-11,271
-77% -$83.2K ﹤0.01% 7071
2021
Q4 		$133K Buy
14,605
+11,721
+406% +$112K ﹤0.01% 6276
2021
Q3 		$30K Buy
2,884
+749
+35% +$8.32K ﹤0.01% 6922
2021
Q2 		$28K Buy
2,135
+1,133
+113% +$13K ﹤0.01% 6887
2021
Q1 		$10K Buy
+1,002
New +$12.8K ﹤0.01% 6937

Other funds holding FORA

OIM
Oracle Investment Management Greenwich, Connecticut $168M AUM 42.86% 1-Year Est. Return
SCA
STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania $2.57B AUM 26.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
CH
Canton Hathaway Providence, Rhode Island $522M AUM 25.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AA
Aufman Associates Sewickley, Pennsylvania $251M AUM 73.86% 1-Year Est. Return

Morgan Stanley's FORA Position: Q4 2024 in Review

Morgan Stanley sold out of Forian (FORA) in Q4 2024, closing a stake of 2,500 shares — an estimated $5.4K sold.

Morgan Stanley first reported a position in FORA in Q1 2021 and held it in 12 quarters. The position peaked at $133K in Q4 2021. 33 funds tracked by Wall St. Rank hold FORA as of Q4 2024.

  • Morgan Stanley reported no remaining Forian position as of Q4 2024 after selling out during the quarter.
  • Morgan Stanley sold 2,500 Forian shares in Q4 2024, an estimated $5.4K.
  • Morgan Stanley first reported a position in Forian in Q1 2021 and held it in 12 quarters.
  • Morgan Stanley's Forian position peaked at $133K in Q4 2021.
  • 33 funds tracked by Wall St. Rank held Forian as of Q4 2024.

Based on Morgan Stanley's 13F filing for Q4 2024, filed 14 Feb 2025.