WealthCollab’s Forrester Research FORR Stock Holding History

WealthCollab’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 Q1	–	Sell	-107	Closed	-$1.68K	–	943
2024 Q4	$1.68K	Buy	+107	New	+$1.73K	﹤0.01%	780

Other funds holding FORR

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

ICM

Invenomic Capital Management Boston, Massachusetts $1.67B AUM 1.43% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PCM

Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 1-Year Est. Return

WealthCollab's FORR Position: Q1 2025 in Review

WealthCollab sold out of Forrester Research (FORR) in Q1 2025, closing a stake of 107 shares — an estimated $1.68K sold.

WealthCollab first reported a position in FORR in Q4 2024 and held it in 1 quarter. The position peaked at $1.68K in Q4 2024. 94 funds tracked by Wall St. Rank hold FORR as of Q1 2025.

WealthCollab reported no remaining Forrester Research position as of Q1 2025 after selling out during the quarter.
WealthCollab sold 107 Forrester Research shares in Q1 2025, an estimated $1.68K.
WealthCollab first reported a position in Forrester Research in Q4 2024 and held it in 1 quarter.
WealthCollab's Forrester Research position peaked at $1.68K in Q4 2024.
94 funds tracked by Wall St. Rank held Forrester Research as of Q1 2025.

Based on WealthCollab's 13F filing for Q1 2025, filed 14 May 2025.