Wealth Enhancement Advisory Services
FORR icon

Wealth Enhancement Advisory Services’s Forrester Research FORR Stock Holding History

Wealth Enhancement Advisory Services’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
2026
Q3 		– Sell
-13,642
Closed -$136K – 4302
2026
Q2 		$136K Buy
+13,642
New +$89.1K ﹤0.01% 3721

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Wealth Enhancement Advisory Services's FORR Position: Q3 2026 in Review

Wealth Enhancement Advisory Services sold out of Forrester Research (FORR) in Q3 2026, closing a stake of 13,642 shares — an estimated $136K sold.

Wealth Enhancement Advisory Services first reported a position in FORR in Q2 2026 and held it in 1 quarter. The position peaked at $136K in Q2 2026. 45 funds tracked by Wall St. Rank hold FORR as of Q3 2026.

  • Wealth Enhancement Advisory Services reported no remaining Forrester Research position as of Q3 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 13,642 Forrester Research shares in Q3 2026, an estimated $136K.
  • Wealth Enhancement Advisory Services first reported a position in Forrester Research in Q2 2026 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's Forrester Research position peaked at $136K in Q2 2026.
  • 45 funds tracked by Wall St. Rank held Forrester Research as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.