JMPWA
FORG

JP Morgan Private Wealth Advisors’s ForgeRock, Inc. FORG Stock Holding History

JP Morgan Private 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
2022
Q1 		– Sell
-8,290
Closed -$221K – 2098
2021
Q4 		$221K Sell
8,290
-1,381
-14% -$39.9K ﹤0.01% 1873
2021
Q3 		$376K Buy
+9,671
New +$407K ﹤0.01% 1619

Other funds holding FORG

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
MCAI
Meritech Capital Associates IV Palo Alto, California $51.9M AUM 64.09% 1-Year Est. Return
LSCM
Light Street Capital Management Palo Alto, California $534M AUM 59.08% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
RCM
Riverwood Capital Management Menlo Park, California $43.2M AUM 24% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

JP Morgan Private Wealth Advisors's FORG Position: Q1 2022 in Review

JP Morgan Private Wealth Advisors sold out of ForgeRock, Inc. (FORG) in Q1 2022, closing a stake of 8,290 shares — an estimated $221K sold.

JP Morgan Private Wealth Advisors first reported a position in FORG in Q3 2021 and held it in 2 quarters. The position peaked at $376K in Q3 2021. 68 funds tracked by Wall St. Rank hold FORG as of Q1 2022.

  • JP Morgan Private Wealth Advisors reported no remaining ForgeRock, Inc. position as of Q1 2022 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 8,290 ForgeRock, Inc. shares in Q1 2022, an estimated $221K.
  • JP Morgan Private Wealth Advisors first reported a position in ForgeRock, Inc. in Q3 2021 and held it in 2 quarters.
  • JP Morgan Private Wealth Advisors's ForgeRock, Inc. position peaked at $376K in Q3 2021.
  • 68 funds tracked by Wall St. Rank held ForgeRock, Inc. as of Q1 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.