PCM
FORA

Palisade Capital Management’s Forian FORA Stock Holding History

Palisade Capital Management’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
2023
Q4 		– Sell
-11,495
Closed -$25.6K – 375
2023
Q3 		$25.6K Buy
+11,495
New +$28.6K ﹤0.01% 366
2022
Q4 		– Sell
-80,000
Closed -$268K – 398
2022
Q3 		$268K Hold
80,000
– – 0.01% 386
2022
Q2 		$351K Buy
+80,000
New +$308K 0.01% 392

Other funds holding FORA

OIM
Oracle Investment Management Greenwich, Connecticut $168M AUM 42.86% 1-Year Est. Return
SCA
STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania $2.57B AUM 26.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CH
Canton Hathaway Providence, Rhode Island $522M AUM 25.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GSC
Grey Street Capital Chicago, Illinois $739M AUM 50.4% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AA
Aufman Associates Sewickley, Pennsylvania $251M AUM 73.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Palisade Capital Management's FORA Position: Q4 2023 in Review

Palisade Capital Management sold out of Forian (FORA) in Q4 2023, closing a stake of 11,495 shares — an estimated $25.6K sold.

Palisade Capital Management first reported a position in FORA in Q2 2022 and held it in 3 quarters. The position peaked at $351K in Q2 2022. 29 funds tracked by Wall St. Rank hold FORA as of Q4 2023.

  • Palisade Capital Management reported no remaining Forian position as of Q4 2023 after selling out during the quarter.
  • Palisade Capital Management sold 11,495 Forian shares in Q4 2023, an estimated $25.6K.
  • Palisade Capital Management first reported a position in Forian in Q2 2022 and held it in 3 quarters.
  • Palisade Capital Management's Forian position peaked at $351K in Q2 2022.
  • 29 funds tracked by Wall St. Rank held Forian as of Q4 2023.

Based on Palisade Capital Management's 13F filing for Q4 2023, filed 14 Feb 2024.