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Pinnacle Wealth Planning Services’s Forrester Research FORR Stock Holding History

Pinnacle Wealth Planning Services’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
-112
Closed -$5K – 938
2020
Q4 		$5K Buy
+112
New +$4.47K ﹤0.01% 1649

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Wellington Management Group
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Renaissance Technologies
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ArrowMark Colorado Holdings
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pinnacle Wealth Planning Services's FORR Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of Forrester Research (FORR) in Q1 2021, closing a stake of 112 shares — an estimated $5K sold.

Pinnacle Wealth Planning Services first reported a position in FORR in Q4 2020 and held it in 1 quarter. The position peaked at $5K in Q4 2020. 100 funds tracked by Wall St. Rank hold FORR as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Forrester Research position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 112 Forrester Research shares in Q1 2021, an estimated $5K.
  • Pinnacle Wealth Planning Services first reported a position in Forrester Research in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Forrester Research position peaked at $5K in Q4 2020.
  • 100 funds tracked by Wall St. Rank held Forrester Research as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.