Simplex Trading
FORA

Simplex Trading’s Forian FORA Stock Holding History

Simplex Trading’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
2023
Q1 		– Sell
-16
Closed – – 9345
2022
Q4 		$0 Sell
16
-1,225
-99% -$3.74K ﹤0.01% 9554
2022
Q3 		$4K Buy
1,241
+481
+63% +$2.12K ﹤0.01% 8904
2022
Q2 		$3K Buy
760
+560
+280% +$2.16K ﹤0.01% 9136
2022
Q1 		$1K Buy
+200
New +$1.48K ﹤0.01% 10066

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Simplex Trading's FORA Position: Q1 2023 in Review

Simplex Trading sold out of Forian (FORA) in Q1 2023, closing a stake of 16 shares.

Simplex Trading first reported a position in FORA in Q1 2022 and held it in 4 quarters. The position peaked at $4K in Q3 2022. 29 funds tracked by Wall St. Rank hold FORA as of Q1 2023.

  • Simplex Trading reported no remaining Forian position as of Q1 2023 after selling out during the quarter.
  • Simplex Trading sold 16 Forian shares in Q1 2023.
  • Simplex Trading first reported a position in Forian in Q1 2022 and held it in 4 quarters.
  • Simplex Trading's Forian position peaked at $4K in Q3 2022.
  • 29 funds tracked by Wall St. Rank held Forian as of Q1 2023.

Based on Simplex Trading's 13F filing for Q1 2023, filed 27 Apr 2023.