AFG
FORG

Atomi Financial Group’s ForgeRock, Inc. FORG Stock Holding History

Atomi Financial Group’s Portfolio FORG Stock Details FORG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-45,074
Closed -$929K – 289
2023
Q1 		$929K Buy
+45,074
New +$915K 0.52% 52

Other funds holding FORG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RCM
Riverwood Capital Management Menlo Park, California $43.2M AUM 24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Atomi Financial Group's FORG Position: Q2 2023 in Review

Atomi Financial Group sold out of ForgeRock, Inc. (FORG) in Q2 2023, closing a stake of 45,074 shares — an estimated $929K sold.

Atomi Financial Group first reported a position in FORG in Q1 2023 and held it in 1 quarter. The position peaked at $929K in Q1 2023. 137 funds tracked by Wall St. Rank hold FORG as of Q2 2023.

  • Atomi Financial Group reported no remaining ForgeRock, Inc. position as of Q2 2023 after selling out during the quarter.
  • Atomi Financial Group sold 45,074 ForgeRock, Inc. shares in Q2 2023, an estimated $929K.
  • Atomi Financial Group first reported a position in ForgeRock, Inc. in Q1 2023 and held it in 1 quarter.
  • Atomi Financial Group's ForgeRock, Inc. position peaked at $929K in Q1 2023.
  • 137 funds tracked by Wall St. Rank held ForgeRock, Inc. as of Q2 2023.

Based on Atomi Financial Group's 13F filing for Q2 2023, filed 3 Aug 2023.