Bordeaux Wealth Advisors’s ForgeRock, Inc. FORG Stock Holding History

Bordeaux Wealth Advisors’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 Q3	–	Sell	-20,000	Closed	-$411K	–	106
2023 Q2	$411K	Hold	20,000	–	–	0.17%	68
2023 Q1	$412K	Hold	20,000	–	–	0.21%	69
2022 Q4	$455K	Buy	+20,000	New	+$436K	0.25%	55

Bordeaux Wealth Advisors's FORG Position: Q3 2023 in Review

Bordeaux Wealth Advisors sold out of ForgeRock, Inc. (FORG) in Q3 2023, closing a stake of 20,000 shares — an estimated $411K sold.

Bordeaux Wealth Advisors first reported a position in FORG in Q4 2022 and held it in 3 quarters. The position peaked at $455K in Q4 2022. 0 funds tracked by Wall St. Rank hold FORG as of Q3 2023.

Bordeaux Wealth Advisors reported no remaining ForgeRock, Inc. position as of Q3 2023 after selling out during the quarter.
Bordeaux Wealth Advisors sold 20,000 ForgeRock, Inc. shares in Q3 2023, an estimated $411K.
Bordeaux Wealth Advisors first reported a position in ForgeRock, Inc. in Q4 2022 and held it in 3 quarters.
Bordeaux Wealth Advisors's ForgeRock, Inc. position peaked at $455K in Q4 2022.
0 funds tracked by Wall St. Rank held ForgeRock, Inc. as of Q3 2023.

Based on Bordeaux Wealth Advisors's 13F filing for Q3 2023, filed 27 Oct 2023.