TCM
FORA

Tradewinds Capital Management’s Forian FORA Stock Holding History

Tradewinds Capital Management’s Portfolio FORA Stock Details FORA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-50
Closed -$1K – 782
2021
Q1 		$1K Buy
+50
New +$639 ﹤0.01% 682

Other funds holding FORA

OIM
Oracle Investment Management Greenwich, Connecticut $168M AUM 42.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CH
Canton Hathaway Providence, Rhode Island $522M AUM 25.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Tradewinds Capital Management's FORA Position: Q2 2021 in Review

Tradewinds Capital Management sold out of Forian (FORA) in Q2 2021, closing a stake of 50 shares — an estimated $1K sold.

Tradewinds Capital Management first reported a position in FORA in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 32 funds tracked by Wall St. Rank hold FORA as of Q2 2021.

  • Tradewinds Capital Management reported no remaining Forian position as of Q2 2021 after selling out during the quarter.
  • Tradewinds Capital Management sold 50 Forian shares in Q2 2021, an estimated $1K.
  • Tradewinds Capital Management first reported a position in Forian in Q1 2021 and held it in 1 quarter.
  • Tradewinds Capital Management's Forian position peaked at $1K in Q1 2021.
  • 32 funds tracked by Wall St. Rank held Forian as of Q2 2021.

Based on Tradewinds Capital Management's 13F filing for Q2 2021, filed 30 Jul 2021.