Zurich Cantonal Bank
FRGE

Zurich Cantonal Bank’s Forge Global Holdings FRGE Stock Holding History

Zurich Cantonal Bank’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
2024
Q2 		– Sell
-2,614
Closed -$75.7K – 2668
2024
Q1 		$75.7K Hold
2,614
– – ﹤0.01% 2475
2023
Q4 		$134K Buy
+2,614
New +$111K ﹤0.01% 2302

Other funds holding FRGE

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BlackRock
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Vanguard Group
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DWA
Douglass Winthrop Advisors New York $5.46B AUM 11.49% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

Zurich Cantonal Bank's FRGE Position: Q2 2024 in Review

Zurich Cantonal Bank sold out of Forge Global Holdings (FRGE) in Q2 2024, closing a stake of 2,614 shares — an estimated $75.7K sold.

Zurich Cantonal Bank first reported a position in FRGE in Q4 2023 and held it in 2 quarters. The position peaked at $134K in Q4 2023. 77 funds tracked by Wall St. Rank hold FRGE as of Q2 2024.

  • Zurich Cantonal Bank reported no remaining Forge Global Holdings position as of Q2 2024 after selling out during the quarter.
  • Zurich Cantonal Bank sold 2,614 Forge Global Holdings shares in Q2 2024, an estimated $75.7K.
  • Zurich Cantonal Bank first reported a position in Forge Global Holdings in Q4 2023 and held it in 2 quarters.
  • Zurich Cantonal Bank's Forge Global Holdings position peaked at $134K in Q4 2023.
  • 77 funds tracked by Wall St. Rank held Forge Global Holdings as of Q2 2024.

Based on Zurich Cantonal Bank's 13F filing for Q2 2024, filed 29 Jul 2024.