SSG
FORG

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
Q2 		– Sell
-2,300
Closed -$47K – 1137
2023
Q1 		$47K Buy
2,300
+1,800
+360% +$36.6K ﹤0.01% 439
2022
Q4 		$11K Buy
+500
New +$10.9K ﹤0.01% 1026

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.