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Parkside Financial Bank & Trust’s Forrester Research FORR Stock Holding History

Parkside Financial Bank & Trust’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
2024
Q1 		– Sell
-8
Closed -$215 – 2052
2023
Q4 		$215 Sell
8
-72
-90% -$1.88K ﹤0.01% 1931
2023
Q3 		$2.31K Buy
80
+68
+567% +$2.09K ﹤0.01% 1623
2023
Q2 		$350 Sell
12
-22
-65% -$654 ﹤0.01% 1921
2023
Q1 		$1.1K Sell
34
-42
-55% -$1.45K ﹤0.01% 1832
2022
Q4 		$2.72K Buy
76
+22
+41% +$805 ﹤0.01% 1575
2022
Q3 		$2K Sell
54
-3
-5% -$129 ﹤0.01% 1530
2022
Q2 		$3K Hold
57
– – ﹤0.01% 1429
2022
Q1 		$3K Hold
57
– – ﹤0.01% 1479
2021
Q4 		$3K Hold
57
– – ﹤0.01% 1486
2021
Q3 		$3K Hold
57
– – ﹤0.01% 1431
2021
Q2 		$3K Buy
57
+3
+6% +$129 ﹤0.01% 1416
2021
Q1 		$2K Hold
54
– – ﹤0.01% 1485
2020
Q4 		$2K Buy
54
+43
+391% +$1.72K ﹤0.01% 1402
2020
Q3 		$0 Hold
11
– – ﹤0.01% 1562
2020
Q2 		$0 Hold
11
– – ﹤0.01% 1547
2020
Q1 		$0 Buy
+11
New +$418 ﹤0.01% 1505
2019
Q3 		– Sell
-14
Closed -$1K – 1593
2019
Q2 		$1K Hold
14
– – ﹤0.01% 1365
2019
Q1 		$1K Buy
14
+4
+40% +$186 ﹤0.01% 1328
2018
Q4 		$0 Hold
10
– – ﹤0.01% 1487
2018
Q3 		$0 Hold
10
– – ﹤0.01% 1560
2018
Q2 		$0 Hold
10
– – ﹤0.01% 1559
2018
Q1 		$0 Hold
10
– – ﹤0.01% 1470
2017
Q4 		$0 Hold
10
– – ﹤0.01% 1403
2017
Q3 		$0 Hold
10
– – ﹤0.01% 1427
2017
Q2 		$0 Hold
10
– – ﹤0.01% 1450
2017
Q1 		$0 Buy
+10
New +$393 ﹤0.01% 1400

Other funds holding FORR

RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
KLC
Kent Lake Capital Reno, Nevada $222M AUM 18.04% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Parkside Financial Bank & Trust's FORR Position: Q1 2024 in Review

Parkside Financial Bank & Trust sold out of Forrester Research (FORR) in Q1 2024, closing a stake of 8 shares — an estimated $215 sold.

Parkside Financial Bank & Trust first reported a position in FORR in Q1 2017 and held it in 26 quarters. The position peaked at $3K in Q2 2022. 108 funds tracked by Wall St. Rank hold FORR as of Q1 2024.

  • Parkside Financial Bank & Trust reported no remaining Forrester Research position as of Q1 2024 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 8 Forrester Research shares in Q1 2024, an estimated $215.
  • Parkside Financial Bank & Trust first reported a position in Forrester Research in Q1 2017 and held it in 26 quarters.
  • Parkside Financial Bank & Trust's Forrester Research position peaked at $3K in Q2 2022.
  • 108 funds tracked by Wall St. Rank held Forrester Research as of Q1 2024.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2024, filed 1 May 2024.