VIA
FORA

Vident Investment Advisory’s Forian FORA Stock Holding History

Vident Investment Advisory’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
2022
Q4 		– Sell
-76,650
Closed -$257K – 1234
2022
Q3 		$257K Buy
76,650
+5,262
+7% +$23.2K 0.01% 935
2022
Q2 		$313K Buy
71,388
+5,048
+8% +$19.4K 0.01% 1004
2022
Q1 		$462K Buy
66,340
+26,435
+66% +$195K 0.01% 948
2021
Q4 		$360K Buy
39,905
+2,963
+8% +$28.3K 0.01% 1014
2021
Q3 		$381K Buy
+36,942
New +$410K 0.01% 946

Other funds holding FORA

OIM
Oracle Investment Management Greenwich, Connecticut $168M AUM 42.86% 1-Year Est. Return
SCA
STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania $2.57B AUM 26.96% 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 $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
E
Ergoteles New York $68.2M AUM 36.16% 1-Year Est. Return

Vident Investment Advisory's FORA Position: Q4 2022 in Review

Vident Investment Advisory sold out of Forian (FORA) in Q4 2022, closing a stake of 76,650 shares — an estimated $257K sold.

Vident Investment Advisory first reported a position in FORA in Q3 2021 and held it in 5 quarters. The position peaked at $462K in Q1 2022. 31 funds tracked by Wall St. Rank hold FORA as of Q4 2022.

  • Vident Investment Advisory reported no remaining Forian position as of Q4 2022 after selling out during the quarter.
  • Vident Investment Advisory sold 76,650 Forian shares in Q4 2022, an estimated $257K.
  • Vident Investment Advisory first reported a position in Forian in Q3 2021 and held it in 5 quarters.
  • Vident Investment Advisory's Forian position peaked at $462K in Q1 2022.
  • 31 funds tracked by Wall St. Rank held Forian as of Q4 2022.

Based on Vident Investment Advisory's 13F filing for Q4 2022, filed 14 Feb 2023.