TCWM
FORR icon

Total Clarity Wealth Management’s Forrester Research FORR Stock Holding History

Total Clarity Wealth 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
2025
Q2 		– Sell
-13,325
Closed -$209K – 304
2025
Q1 		$209K Hold
13,325
– – 0.07% 247
2024
Q4 		$209K Buy
+13,325
New +$215K 0.07% 247
2024
Q3 		– Sell
-29,299
Closed -$500K – 268
2024
Q2 		$500K Buy
29,299
+14,574
+99% +$268K 0.17% 137
2024
Q1 		$317K Sell
14,725
-2,070
-12% -$46.9K 0.11% 198
2023
Q4 		$450K Buy
16,795
+9,674
+136% +$252K 0.18% 137
2023
Q3 		$206K Buy
+7,121
New +$219K 0.1% 206

Other funds holding FORR

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return