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TD Asset Management’s
Forrester Research
FORR
Stock Holding History
TD Asset Management’s Portfolio
FORR Stock Details
FORR Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2020
Q1
–
Sell
-14,400
Closed
-$600K
–
1394
2019
Q4
$600K
Sell
14,400
-800
-5%
-$29.8K
﹤0.01%
1202
2019
Q3
$489K
Sell
15,200
-11,200
-42%
-$443K
﹤0.01%
1181
2019
Q2
$1.24M
Sell
26,400
-11,400
-30%
-$549K
﹤0.01%
1008
2019
Q1
$1.83M
Hold
37,800
–
–
﹤0.01%
923
2018
Q4
$1.69M
Hold
37,800
–
–
﹤0.01%
947
2018
Q3
$1.74M
Buy
37,800
+5,000
+15%
+$230K
﹤0.01%
1031
2018
Q2
$1.38M
Buy
+32,800
New
+$1.4M
﹤0.01%
1052
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$5.7T AUM
30.48%
1-Year Est. Return
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$535B AUM
26.23%
1-Year Est. Return
Vanguard Group
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$6.9T AUM
27.45%
1-Year Est. Return
Renaissance Technologies
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$63.9B AUM
45.56%
1-Year Est. Return
ACH
ArrowMark Colorado Holdings
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$3.76B AUM
21.77%
1-Year Est. Return
RA
Royce & Associates
New York
$10.1B AUM
42.88%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
William Blair Investment Management
Chicago, Illinois
$30.3B AUM
33.75%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Thrivent Financial for Lutherans
Minneapolis, Minnesota
$52.5B AUM
27.12%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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