TWM
FRGE

Tradition Wealth Management’s Forge Global Holdings FRGE Stock Holding History

Tradition Wealth Management’s Portfolio FRGE Stock Details FRGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-20
Closed -$3K – 1195
2022
Q2 		$3K Buy
+20
New +$5.37K ﹤0.01% 1040

Other funds holding FRGE

Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
MA
MUFG Americas New York $4.04B AUM 12.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
STA
Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Tradition Wealth Management's FRGE Position: Q3 2022 in Review

Tradition Wealth Management sold out of Forge Global Holdings (FRGE) in Q3 2022, closing a stake of 20 shares — an estimated $3K sold.

Tradition Wealth Management first reported a position in FRGE in Q2 2022 and held it in 1 quarter. The position peaked at $3K in Q2 2022. 52 funds tracked by Wall St. Rank hold FRGE as of Q3 2022.

  • Tradition Wealth Management reported no remaining Forge Global Holdings position as of Q3 2022 after selling out during the quarter.
  • Tradition Wealth Management sold 20 Forge Global Holdings shares in Q3 2022, an estimated $3K.
  • Tradition Wealth Management first reported a position in Forge Global Holdings in Q2 2022 and held it in 1 quarter.
  • Tradition Wealth Management's Forge Global Holdings position peaked at $3K in Q2 2022.
  • 52 funds tracked by Wall St. Rank held Forge Global Holdings as of Q3 2022.

Based on Tradition Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.