PWMG
FORR icon

Private Wealth Management Group’s Forrester Research FORR Stock Holding History

Private Wealth Management Group’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
2025
Q4 		– Sell
-169
Closed -$1.79K – 1496
2025
Q3 		$1.79K Hold
169
– – ﹤0.01% 1141
2025
Q2 		$1.67K Buy
169
+115
+213% +$1.14K ﹤0.01% 1135
2025
Q1 		$499 Buy
+54
New +$687 ﹤0.01% 1405
2024
Q4 		– Sell
-61
Closed -$1.1K – 1532
2024
Q3 		$1.1K Hold
61
– – ﹤0.01% 1254
2024
Q2 		$1.04K Sell
61
-13
-18% -$239 ﹤0.01% 1275
2024
Q1 		$1.6K Buy
+74
New +$1.68K ﹤0.01% 1075

Other funds holding FORR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return