SWRP
FORG

Summit Wealth & Retirement Planning’s ForgeRock, Inc. FORG Stock Holding History

Summit Wealth & Retirement Planning’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
-24,007
Closed -$493K – 60
2023
Q2 		$493K Hold
24,007
– – 0.19% 38
2023
Q1 		$495K Sell
24,007
-66,254
-73% -$1.35M 0.18% 53
2022
Q4 		$2.06M Sell
90,261
-6,681
-7% -$146K 0.84% 22
2022
Q3 		$1.41M Hold
96,942
– – 0.56% 32
2022
Q2 		$2.08M Sell
96,942
-44,993
-32% -$884K 0.8% 28
2022
Q1 		$3.11M Buy
141,935
+119,494
+532% +$2.02M 1.1% 22
2021
Q4 		$599K Buy
+22,441
New +$648K 0.2% 58

Summit Wealth & Retirement Planning's FORG Position: Q3 2023 in Review

Summit Wealth & Retirement Planning sold out of ForgeRock, Inc. (FORG) in Q3 2023, closing a stake of 24,007 shares — an estimated $493K sold.

Summit Wealth & Retirement Planning first reported a position in FORG in Q4 2021 and held it in 7 quarters. The position peaked at $3.11M in Q1 2022. 0 funds tracked by Wall St. Rank hold FORG as of Q3 2023.

  • Summit Wealth & Retirement Planning reported no remaining ForgeRock, Inc. position as of Q3 2023 after selling out during the quarter.
  • Summit Wealth & Retirement Planning sold 24,007 ForgeRock, Inc. shares in Q3 2023, an estimated $493K.
  • Summit Wealth & Retirement Planning first reported a position in ForgeRock, Inc. in Q4 2021 and held it in 7 quarters.
  • Summit Wealth & Retirement Planning's ForgeRock, Inc. position peaked at $3.11M in Q1 2022.
  • 0 funds tracked by Wall St. Rank held ForgeRock, Inc. as of Q3 2023.

Based on Summit Wealth & Retirement Planning's 13F filing for Q3 2023, filed 25 Oct 2023.