PA
FORA

Pineridge Advisors’s Forian FORA Stock Holding History

Pineridge Advisors’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
2025
Q1 		– Sell
-10
Closed -$21 – 569
2024
Q4 		$21 Hold
10
– – ﹤0.01% 626
2024
Q3 		$22 Hold
10
– – ﹤0.01% 598
2024
Q2 		$27 Hold
10
– – ﹤0.01% 620
2024
Q1 		$33 Hold
10
– – ﹤0.01% 597
2023
Q4 		$29 Buy
+10
New +$26 ﹤0.01% 800

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
CH
Canton Hathaway Providence, Rhode Island $496M AUM 14.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $4.12B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AA
Aufman Associates Sewickley, Pennsylvania $204M AUM 39.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Pineridge Advisors's FORA Position: Q1 2025 in Review

Pineridge Advisors sold out of Forian (FORA) in Q1 2025, closing a stake of 10 shares — an estimated $21 sold.

Pineridge Advisors first reported a position in FORA in Q4 2023 and held it in 5 quarters. The position peaked at $33 in Q1 2024. 30 funds tracked by Wall St. Rank hold FORA as of Q1 2025.

  • Pineridge Advisors reported no remaining Forian position as of Q1 2025 after selling out during the quarter.
  • Pineridge Advisors sold 10 Forian shares in Q1 2025, an estimated $21.
  • Pineridge Advisors first reported a position in Forian in Q4 2023 and held it in 5 quarters.
  • Pineridge Advisors's Forian position peaked at $33 in Q1 2024.
  • 30 funds tracked by Wall St. Rank held Forian as of Q1 2025.

Based on Pineridge Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.