PFO
FORA

Pathstone Family Office’s Forian FORA Stock Holding History

Pathstone Family Office’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
Q3 		$39.3K Hold
17,640
– – ﹤0.01% 1632
2023
Q2 		$43.2K Buy
+17,640
New +$47K ﹤0.01% 1217

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
Millennium Management
Millennium Management New York $276B AUM 44.8% 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

Pathstone Family Office's FORA Position: Q3 2023 in Review

Pathstone Family Office held its Forian (FORA) position steady in Q3 2023 at 17,640 shares worth $39.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1632.

Pathstone Family Office first reported a position in FORA in Q2 2023 and has held it in 2 quarters since. The position peaked at $43.2K in Q2 2023. 27 funds tracked by Wall St. Rank hold FORA as of Q3 2023.

  • Pathstone Family Office held 17,640 shares of Forian worth $39.3K as of Q3 2023.
  • Pathstone Family Office left its Forian share count unchanged in Q3 2023.
  • Forian made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1632 holding.
  • Pathstone Family Office first reported a position in Forian in Q2 2023 and has held it in 2 quarters since.
  • Pathstone Family Office's Forian position peaked at $43.2K in Q2 2023.
  • 27 funds tracked by Wall St. Rank held Forian as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.