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
2022 Q4	–	Sell	-3,400	Closed	-$11K	–	9555
2022 Q3	$11K	Buy	3,400 +2,400	+240%	+$10.6K	﹤0.01%	8134
2022 Q2	$4K	Hold	1,000	–	–	﹤0.01%	8959
2022 Q1	$6K	Buy	+1,000	New	+$7.38K	﹤0.01%	9275

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

Canton Hathaway Providence, Rhode Island $496M AUM 14.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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 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.