Summit Securities Group’s ForgeRock, Inc. FORG Stock Holding History

Summit Securities 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 Q3	–	Sell	-3,000	Closed	-$62K	–	1111
2023 Q2	$62K	Sell	3,000 -100	-3%	-$2K	0.01%	365
2023 Q1	$64K	Buy	3,100 +3,000	+3,000%	+$60.9K	0.01%	379
2022 Q4	$2K	Buy	+100	New	+$2.18K	﹤0.01%	1110

Summit Securities Group's FORG Position: Q3 2023 in Review

Summit Securities Group sold out of ForgeRock, Inc. (FORG) in Q3 2023, closing a stake of 1,500 shares — an estimated $31K sold.

Summit Securities Group first reported a position in FORG in Q4 2022 and held it in 3 quarters. The position peaked at $767K in Q4 2022. 0 funds tracked by Wall St. Rank hold FORG as of Q3 2023.

Summit Securities Group reported no remaining ForgeRock, Inc. position as of Q3 2023 after selling out during the quarter.
Summit Securities Group sold 1,500 ForgeRock, Inc. shares in Q3 2023, an estimated $31K.
Summit Securities Group first reported a position in ForgeRock, Inc. in Q4 2022 and held it in 3 quarters.
Summit Securities Group's ForgeRock, Inc. position peaked at $767K in Q4 2022.
0 funds tracked by Wall St. Rank held ForgeRock, Inc. as of Q3 2023.

Based on Summit Securities Group's 13F filing for Q3 2023, filed 13 Nov 2023.