Osaic Holdings
FORA

Osaic Holdings’s Forian FORA Stock Holding History

Osaic Holdings’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
-300
Closed -$2K – 7423
2022
Q1 		$2K Hold
300
– – ﹤0.01% 6875
2021
Q4 		$3K Hold
300
– – ﹤0.01% 6872
2021
Q3 		$3K Hold
300
– – ﹤0.01% 6729
2021
Q2 		$4K Hold
300
– – ﹤0.01% 6475
2021
Q1 		$3K Buy
+300
New +$3.83K ﹤0.01% 6362

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CH
Canton Hathaway Providence, Rhode Island $496M AUM 14.21% 1-Year Est. Return
E
Ergoteles New York $68.2M AUM 36.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return

Osaic Holdings's FORA Position: Q2 2022 in Review

Osaic Holdings sold out of Forian (FORA) in Q2 2022, closing a stake of 300 shares — an estimated $2K sold.

Osaic Holdings first reported a position in FORA in Q1 2021 and held it in 5 quarters. The position peaked at $4K in Q2 2021. 39 funds tracked by Wall St. Rank hold FORA as of Q2 2022.

  • Osaic Holdings reported no remaining Forian position as of Q2 2022 after selling out during the quarter.
  • Osaic Holdings sold 300 Forian shares in Q2 2022, an estimated $2K.
  • Osaic Holdings first reported a position in Forian in Q1 2021 and held it in 5 quarters.
  • Osaic Holdings's Forian position peaked at $4K in Q2 2021.
  • 39 funds tracked by Wall St. Rank held Forian as of Q2 2022.

Based on Osaic Holdings's 13F filing for Q2 2022, filed 10 Aug 2022.