TD Asset Management
FORR icon

TD Asset Management’s Forrester Research FORR Stock Holding History

TD Asset Management’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
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

Other funds holding FORR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

TD Asset Management's FORR Position: Q1 2020 in Review

TD Asset Management sold out of Forrester Research (FORR) in Q1 2020, closing a stake of 14,400 shares — an estimated $600K sold.

TD Asset Management first reported a position in FORR in Q2 2018 and held it in 7 quarters. The position peaked at $1.83M in Q1 2019. 103 funds tracked by Wall St. Rank hold FORR as of Q1 2020.

  • TD Asset Management reported no remaining Forrester Research position as of Q1 2020 after selling out during the quarter.
  • TD Asset Management sold 14,400 Forrester Research shares in Q1 2020, an estimated $600K.
  • TD Asset Management first reported a position in Forrester Research in Q2 2018 and held it in 7 quarters.
  • TD Asset Management's Forrester Research position peaked at $1.83M in Q1 2019.
  • 103 funds tracked by Wall St. Rank held Forrester Research as of Q1 2020.

Based on TD Asset Management's 13F filing for Q1 2020, filed 15 May 2020.