Perigon Wealth Management
FORR icon

Perigon Wealth Management’s Forrester Research FORR Stock Holding History

Perigon Wealth Management’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
2021
Q1 		– Sell
-1,259
Closed -$53K – 689
2020
Q4 		$53K Buy
+1,259
New +$50.3K 0.01% 730

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Perigon Wealth Management's FORR Position: Q1 2021 in Review

Perigon Wealth Management sold out of Forrester Research (FORR) in Q1 2021, closing a stake of 1,259 shares — an estimated $53K sold.

Perigon Wealth Management first reported a position in FORR in Q4 2020 and held it in 1 quarter. The position peaked at $53K in Q4 2020. 100 funds tracked by Wall St. Rank hold FORR as of Q1 2021.

  • Perigon Wealth Management reported no remaining Forrester Research position as of Q1 2021 after selling out during the quarter.
  • Perigon Wealth Management sold 1,259 Forrester Research shares in Q1 2021, an estimated $53K.
  • Perigon Wealth Management first reported a position in Forrester Research in Q4 2020 and held it in 1 quarter.
  • Perigon Wealth Management's Forrester Research position peaked at $53K in Q4 2020.
  • 100 funds tracked by Wall St. Rank held Forrester Research as of Q1 2021.

Based on Perigon Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.