SPIA
FORA

Steward Partners Investment Advisory’s Forian FORA Stock Holding History

Steward Partners Investment Advisory’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
2021
Q2 		– Sell
-2,500
Closed -$25.3K – 7199
2021
Q1 		$25.3K Buy
+2,500
New +$31.9K ﹤0.01% 2358

Other funds holding FORA

OIM
Oracle Investment Management Greenwich, Connecticut $168M AUM 42.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CH
Canton Hathaway Providence, Rhode Island $522M AUM 25.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Steward Partners Investment Advisory's FORA Position: Q2 2021 in Review

Steward Partners Investment Advisory sold out of Forian (FORA) in Q2 2021, closing a stake of 2,500 shares — an estimated $25.3K sold.

Steward Partners Investment Advisory first reported a position in FORA in Q1 2021 and held it in 1 quarter. The position peaked at $25.3K in Q1 2021. 32 funds tracked by Wall St. Rank hold FORA as of Q2 2021.

  • Steward Partners Investment Advisory reported no remaining Forian position as of Q2 2021 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 2,500 Forian shares in Q2 2021, an estimated $25.3K.
  • Steward Partners Investment Advisory first reported a position in Forian in Q1 2021 and held it in 1 quarter.
  • Steward Partners Investment Advisory's Forian position peaked at $25.3K in Q1 2021.
  • 32 funds tracked by Wall St. Rank held Forian as of Q2 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2021, filed 13 Aug 2021.