CI Investments Inc’s ForgeRock, Inc. FORG Stock Holding History

CI Investments Inc’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	-5,396	Closed	-$111K	–	1361
2023 Q2	$111K	Buy	5,396 +745	+16%	+$14.9K	﹤0.01%	765
2023 Q1	$96K	Buy	4,651 +87	+2%	+$1.77K	﹤0.01%	755
2022 Q4	$104K	Buy	+4,564	New	+$99.5K	﹤0.01%	737

CI Investments Inc's FORG Position: Q3 2023 in Review

CI Investments Inc sold out of ForgeRock, Inc. (FORG) in Q3 2023, closing a stake of 5,396 shares — an estimated $111K sold.

CI Investments Inc first reported a position in FORG in Q4 2022 and held it in 3 quarters. The position peaked at $111K in Q2 2023. 0 funds tracked by Wall St. Rank hold FORG as of Q3 2023.

CI Investments Inc reported no remaining ForgeRock, Inc. position as of Q3 2023 after selling out during the quarter.
CI Investments Inc sold 5,396 ForgeRock, Inc. shares in Q3 2023, an estimated $111K.
CI Investments Inc first reported a position in ForgeRock, Inc. in Q4 2022 and held it in 3 quarters.
CI Investments Inc's ForgeRock, Inc. position peaked at $111K in Q2 2023.
0 funds tracked by Wall St. Rank held ForgeRock, Inc. as of Q3 2023.

Based on CI Investments Inc's 13F filing for Q3 2023, filed 13 Nov 2023.