Wealthspire Advisors (Maryland)’s Forrester Research FORR Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-57	Closed	-$3K	–	1017
2019 Q1	$3K	Hold	57	–	–	﹤0.01%	1996
2018 Q4	$3K	Sell	57 -9	-14%	-$384	﹤0.01%	1941
2018 Q3	$3K	Buy	66 +29	+78%	+$1.33K	﹤0.01%	2024
2018 Q2	$2K	Buy	37 +10	+37%	+$428	﹤0.01%	2150
2018 Q1	$1K	Hold	27	–	–	﹤0.01%	2330
2017 Q4	$1K	Buy	27 +25	+1,250%	+$1.12K	﹤0.01%	2272
2017 Q3	$0	Buy	+2	New	+$81	﹤0.01%	2319

Other funds holding FORR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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

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

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s FORR Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Forrester Research (FORR) in Q2 2019, closing a stake of 57 shares — an estimated $3K sold.

Wealthspire Advisors (Maryland) first reported a position in FORR in Q3 2017 and held it in 7 quarters. The position peaked at $3K in Q1 2019. 128 funds tracked by Wall St. Rank hold FORR as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Forrester Research position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 57 Forrester Research shares in Q2 2019, an estimated $3K.
Wealthspire Advisors (Maryland) first reported a position in Forrester Research in Q3 2017 and held it in 7 quarters.
Wealthspire Advisors (Maryland)'s Forrester Research position peaked at $3K in Q1 2019.
128 funds tracked by Wall St. Rank held Forrester Research as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.