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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 $12.4B AUM 64.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 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 $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Total Clarity Wealth Management's FORR Position: Q2 2025 in Review

Total Clarity Wealth Management sold out of Forrester Research (FORR) in Q2 2025, closing a stake of 13,325 shares — an estimated $209K sold.

Total Clarity Wealth Management first reported a position in FORR in Q3 2023 and held it in 6 quarters. The position peaked at $500K in Q2 2024. 104 funds tracked by Wall St. Rank hold FORR as of Q2 2025.

  • Total Clarity Wealth Management reported no remaining Forrester Research position as of Q2 2025 after selling out during the quarter.
  • Total Clarity Wealth Management sold 13,325 Forrester Research shares in Q2 2025, an estimated $209K.
  • Total Clarity Wealth Management first reported a position in Forrester Research in Q3 2023 and held it in 6 quarters.
  • Total Clarity Wealth Management's Forrester Research position peaked at $500K in Q2 2024.
  • 104 funds tracked by Wall St. Rank held Forrester Research as of Q2 2025.

Based on Total Clarity Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.