RWM
FORG

Raffa Wealth Management’s ForgeRock, Inc. FORG Stock Holding History

Raffa Wealth Management’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
Q4 		– Sell
-11
Closed -$160 – 1171
2022
Q3 		$160 Buy
+11
New +$212 ﹤0.01% 1143

Other funds holding FORG

RCM
Riverwood Capital Management Menlo Park, California $43.2M AUM 24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return
MAM
Melqart Asset Management London, United Kingdom $1.05B AUM 111.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 26.71% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Raffa Wealth Management's FORG Position: Q4 2022 in Review

Raffa Wealth Management sold out of ForgeRock, Inc. (FORG) in Q4 2022, closing a stake of 11 shares — an estimated $160 sold.

Raffa Wealth Management first reported a position in FORG in Q3 2022 and held it in 1 quarter. The position peaked at $160 in Q3 2022. 142 funds tracked by Wall St. Rank hold FORG as of Q4 2022.

  • Raffa Wealth Management reported no remaining ForgeRock, Inc. position as of Q4 2022 after selling out during the quarter.
  • Raffa Wealth Management sold 11 ForgeRock, Inc. shares in Q4 2022, an estimated $160.
  • Raffa Wealth Management first reported a position in ForgeRock, Inc. in Q3 2022 and held it in 1 quarter.
  • Raffa Wealth Management's ForgeRock, Inc. position peaked at $160 in Q3 2022.
  • 142 funds tracked by Wall St. Rank held ForgeRock, Inc. as of Q4 2022.

Based on Raffa Wealth Management's 13F filing for Q4 2022, filed 27 Jul 2026.