Nuveen’s Forian FORA Stock Holding History

Nuveen’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
2022 Q2	–	Sell	-29,305	Closed	-$188K	–	3336
2022 Q1	$188K	Hold	29,305	–	–	﹤0.01%	3199
2021 Q4	$234K	Sell	29,305 -10,822	-27%	-$104K	﹤0.01%	3218
2021 Q3	$461K	Buy	40,127 +10,822	+37%	+$120K	﹤0.01%	3179
2021 Q2	$368K	Buy	+29,305	New	+$335K	﹤0.01%	3198

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Canton Hathaway Providence, Rhode Island $522M AUM 25.81% 1-Year Est. Return

Ergoteles New York $68.2M AUM 36.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PCM

Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return

Nuveen's FORA Position: Q2 2022 in Review

Nuveen sold out of Forian (FORA) in Q2 2022, closing a stake of 29,305 shares — an estimated $188K sold.

Nuveen first reported a position in FORA in Q2 2021 and held it in 4 quarters. The position peaked at $461K in Q3 2021. 39 funds tracked by Wall St. Rank hold FORA as of Q2 2022.

Nuveen reported no remaining Forian position as of Q2 2022 after selling out during the quarter.
Nuveen sold 29,305 Forian shares in Q2 2022, an estimated $188K.
Nuveen first reported a position in Forian in Q2 2021 and held it in 4 quarters.
Nuveen's Forian position peaked at $461K in Q3 2021.
39 funds tracked by Wall St. Rank held Forian as of Q2 2022.

Based on Nuveen's 13F filing for Q2 2022, filed 15 Aug 2022.