Sutton Wealth Advisors’s Forrester Research FORR Stock Holding History

Sutton Wealth Advisors’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
2023 Q1	–	Sell	-155	Closed	-$5.54K	–	1081
2022 Q4	$5.54K	Buy	155 +17	+12%	+$622	﹤0.01%	1082
2022 Q3	$4.97K	Hold	138	–	–	﹤0.01%	1074
2022 Q2	$6.6K	Sell	138 -5	-3%	-$259	﹤0.01%	1017
2022 Q1	$8.07K	Buy	143 +2	+1%	+$108	﹤0.01%	999
2021 Q4	$8.28K	Buy	141 +3	+2%	+$167	﹤0.01%	989
2021 Q3	$6.8K	Hold	138	–	–	﹤0.01%	1011
2021 Q2	$6.32K	Hold	138	–	–	﹤0.01%	1008
2021 Q1	$5.86K	Hold	138	–	–	﹤0.01%	985
2020 Q4	$5.78K	Hold	138	–	–	﹤0.01%	951
2020 Q3	$4.53K	Hold	138	–	–	﹤0.01%	953
2020 Q2	$4.42K	Hold	138	–	–	﹤0.01%	935
2020 Q1	$4.03K	Sell	138 -47	-25%	-$1.79K	﹤0.01%	890
2019 Q4	$7.71K	Buy	185 +52	+39%	+$1.94K	﹤0.01%	876
2019 Q3	$4.28K	Hold	133	–	–	﹤0.01%	965
2019 Q2	$6.25K	Hold	133	–	–	﹤0.01%	881
2019 Q1	$6.43K	Hold	133	–	–	﹤0.01%	881
2018 Q4	$5.95K	Hold	133	–	–	﹤0.01%	856
2018 Q3	$6.11K	Hold	133	–	–	﹤0.01%	873
2018 Q2	$5.58K	Hold	133	–	–	﹤0.01%	910
2018 Q1	$5.51K	Hold	133	–	–	﹤0.01%	910
2017 Q4	$5.88K	Hold	133	–	–	﹤0.01%	871
2017 Q3	$5.57K	Hold	133	–	–	﹤0.01%	861
2017 Q2	$5.21K	Hold	133	–	–	﹤0.01%	867
2017 Q1	$5.29K	Hold	133	–	–	﹤0.01%	836
2016 Q4	$5.71K	Hold	133	–	–	0.01%	822
2016 Q3	$5.17K	Hold	133	–	–	﹤0.01%	809
2016 Q2	$4.9K	Hold	133	–	–	﹤0.01%	784
2016 Q1	$4.47K	Buy	+133	New	+$4.1K	﹤0.01%	770

Other funds holding FORR

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

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

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.56% 1-Year Est. Return

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

Sutton Wealth Advisors's FORR Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Forrester Research (FORR) in Q1 2023, closing a stake of 155 shares — an estimated $5.54K sold.

Sutton Wealth Advisors first reported a position in FORR in Q1 2016 and held it in 28 quarters. The position peaked at $8.28K in Q4 2021. 121 funds tracked by Wall St. Rank hold FORR as of Q1 2023.

Sutton Wealth Advisors reported no remaining Forrester Research position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 155 Forrester Research shares in Q1 2023, an estimated $5.54K.
Sutton Wealth Advisors first reported a position in Forrester Research in Q1 2016 and held it in 28 quarters.
Sutton Wealth Advisors's Forrester Research position peaked at $8.28K in Q4 2021.
121 funds tracked by Wall St. Rank held Forrester Research as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.