Raymond James Financial Services Advisors’s Forian FORA Stock Holding History

Raymond James Financial Services 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
2024 Q3	–	Sell	-16,161	Closed	-$42.8K	–	3485
2024 Q2	$42.8K	Sell	16,161 -11,317	-41%	-$30.7K	﹤0.01%	3309
2024 Q1	$91.2K	Hold	27,478	–	–	﹤0.01%	3238
2023 Q4	$80.4K	Sell	27,478 -12,522	-31%	-$32.2K	﹤0.01%	3152
2023 Q3	$89.2K	Buy	40,000 +4,092	+11%	+$10.2K	﹤0.01%	3089
2023 Q2	$88K	Hold	35,908	–	–	﹤0.01%	3082
2023 Q1	$137K	Buy	35,908 +10,908	+44%	+$38K	﹤0.01%	3009
2022 Q4	$68.3K	Hold	25,000	–	–	﹤0.01%	3054
2022 Q3	$84K	Hold	25,000	–	–	﹤0.01%	3022
2022 Q2	$110K	Sell	25,000 -17,001	-40%	-$65.5K	﹤0.01%	2999
2022 Q1	$292K	Sell	42,001 -931	-2%	-$6.87K	﹤0.01%	2726
2021 Q4	$387K	Sell	42,932 -1,565	-4%	-$15K	﹤0.01%	2539
2021 Q3	$459K	Hold	44,497	–	–	﹤0.01%	2419
2021 Q2	$559K	Buy	+44,497	New	+$509K	﹤0.01%	2298

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Canton Hathaway Providence, Rhode Island $522M AUM 25.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Aufman Associates Sewickley, Pennsylvania $251M AUM 73.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Raymond James Financial Services Advisors's FORA Position: Q3 2024 in Review

Raymond James Financial Services Advisors sold out of Forian (FORA) in Q3 2024, closing a stake of 16,161 shares — an estimated $42.8K sold.

Raymond James Financial Services Advisors first reported a position in FORA in Q2 2021 and held it in 13 quarters. The position peaked at $559K in Q2 2021. 27 funds tracked by Wall St. Rank hold FORA as of Q3 2024.

Raymond James Financial Services Advisors reported no remaining Forian position as of Q3 2024 after selling out during the quarter.
Raymond James Financial Services Advisors sold 16,161 Forian shares in Q3 2024, an estimated $42.8K.
Raymond James Financial Services Advisors first reported a position in Forian in Q2 2021 and held it in 13 quarters.
Raymond James Financial Services Advisors's Forian position peaked at $559K in Q2 2021.
27 funds tracked by Wall St. Rank held Forian as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.