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Oberweis Asset Management’s Forrester Research FORR Stock Holding History

Oberweis Asset Management’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
Q4 		– Sell
-58,000
Closed -$2.09M – 178
2022
Q3 		$2.09M Buy
58,000
+2,400
+4% +$103K 0.49% 40
2022
Q2 		$2.66M Buy
55,600
+1,700
+3% +$88.1K 0.67% 25
2022
Q1 		$3.04M Buy
53,900
+24,200
+81% +$1.3M 0.61% 26
2021
Q4 		$1.74M Buy
+29,700
New +$1.65M 0.32% 62

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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Oberweis Asset Management's FORR Position: Q4 2022 in Review

Oberweis Asset Management sold out of Forrester Research (FORR) in Q4 2022, closing a stake of 58,000 shares — an estimated $2.09M sold.

Oberweis Asset Management first reported a position in FORR in Q4 2021 and held it in 4 quarters. The position peaked at $3.04M in Q1 2022. 128 funds tracked by Wall St. Rank hold FORR as of Q4 2022.

  • Oberweis Asset Management reported no remaining Forrester Research position as of Q4 2022 after selling out during the quarter.
  • Oberweis Asset Management sold 58,000 Forrester Research shares in Q4 2022, an estimated $2.09M.
  • Oberweis Asset Management first reported a position in Forrester Research in Q4 2021 and held it in 4 quarters.
  • Oberweis Asset Management's Forrester Research position peaked at $3.04M in Q1 2022.
  • 128 funds tracked by Wall St. Rank held Forrester Research as of Q4 2022.

Based on Oberweis Asset Management's 13F filing for Q4 2022, filed 14 Feb 2023.