TAM
FORA

Tucker Asset Management’s Forian FORA Stock Holding History

Tucker Asset 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
2023
Q3 		– Sell
-15
Closed -$37 – 1445
2023
Q2 		$37 Hold
15
– – ﹤0.01% 1133
2023
Q1 		$57 Hold
15
– – ﹤0.01% 1139
2022
Q4 		$38 Hold
15
– – ﹤0.01% 808
2022
Q3 		$58 Buy
+15
New +$66 ﹤0.01% 842

Other funds holding FORA

OIM
Oracle Investment Management Greenwich, Connecticut $168M AUM 42.86% 1-Year Est. Return
SCA
STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania $2.36B AUM 23.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CH
Canton Hathaway Providence, Rhode Island $522M AUM 25.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GSC
Grey Street Capital Chicago, Illinois $739M AUM 50.4% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AA
Aufman Associates Sewickley, Pennsylvania $204M AUM 39.64% 1-Year Est. Return

Tucker Asset Management's FORA Position: Q3 2023 in Review

Tucker Asset Management sold out of Forian (FORA) in Q3 2023, closing a stake of 15 shares — an estimated $37 sold.

Tucker Asset Management first reported a position in FORA in Q3 2022 and held it in 4 quarters. The position peaked at $58 in Q3 2022. 27 funds tracked by Wall St. Rank hold FORA as of Q3 2023.

  • Tucker Asset Management reported no remaining Forian position as of Q3 2023 after selling out during the quarter.
  • Tucker Asset Management sold 15 Forian shares in Q3 2023, an estimated $37.
  • Tucker Asset Management first reported a position in Forian in Q3 2022 and held it in 4 quarters.
  • Tucker Asset Management's Forian position peaked at $58 in Q3 2022.
  • 27 funds tracked by Wall St. Rank held Forian as of Q3 2023.

Based on Tucker Asset Management's 13F filing for Q3 2023, filed 4 Dec 2023.