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FORA

NewEdge Advisors’s Forian FORA Stock Holding History

NewEdge Advisors’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
Q2 		– Sell
-12,609
Closed -$41.9K – 3872
2024
Q1 		$41.9K Buy
+12,609
New +$36.6K ﹤0.01% 2372
2023
Q1 		– Sell
-208
Closed -$568 – 3678
2022
Q4 		$568 Buy
+208
New +$636 ﹤0.01% 3144

Other funds holding FORA

OIM
Oracle Investment Management Greenwich, Connecticut $168M AUM 42.86% 1-Year Est. Return
SCA
STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania $2.36B AUM 23.72% 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 $496M AUM 14.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AA
Aufman Associates Sewickley, Pennsylvania $204M AUM 39.64% 1-Year Est. Return

NewEdge Advisors's FORA Position: Q2 2024 in Review

NewEdge Advisors sold out of Forian (FORA) in Q2 2024, closing a stake of 12,609 shares — an estimated $41.9K sold.

NewEdge Advisors first reported a position in FORA in Q4 2022 and held it in 2 quarters. The position peaked at $41.9K in Q1 2024. 30 funds tracked by Wall St. Rank hold FORA as of Q2 2024.

  • NewEdge Advisors reported no remaining Forian position as of Q2 2024 after selling out during the quarter.
  • NewEdge Advisors sold 12,609 Forian shares in Q2 2024, an estimated $41.9K.
  • NewEdge Advisors first reported a position in Forian in Q4 2022 and held it in 2 quarters.
  • NewEdge Advisors's Forian position peaked at $41.9K in Q1 2024.
  • 30 funds tracked by Wall St. Rank held Forian as of Q2 2024.

Based on NewEdge Advisors's 13F filing for Q2 2024, filed 16 Aug 2024.