OPS
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Orion Portfolio Solutions’s Forrester Research FORR Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-3
Closed – – 996
2020
Q2 		$0 Buy
+3
New +$95 ﹤0.01% 2266

Other funds holding FORR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Orion Portfolio Solutions's FORR Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Forrester Research (FORR) in Q3 2020, closing a stake of 3 shares.

Orion Portfolio Solutions first reported a position in FORR in Q2 2020 and held it in 1 quarter. The position peaked at $0 in Q2 2020. 96 funds tracked by Wall St. Rank hold FORR as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Forrester Research position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 3 Forrester Research shares in Q3 2020.
  • Orion Portfolio Solutions first reported a position in Forrester Research in Q2 2020 and held it in 1 quarter.
  • Orion Portfolio Solutions's Forrester Research position peaked at $0 in Q2 2020.
  • 96 funds tracked by Wall St. Rank held Forrester Research as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.