BAAM
FWDI

Baker Avenue Asset Management’s Forward Industries Inc FWDI Stock Holding History

Baker Avenue Asset Management’s Portfolio FWDI Stock Details FWDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-460
Closed -$5.13K – 1648
2023
Q1 		$5.13K Buy
+460
New +$5.38K ﹤0.01% 867

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GIM
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Vanguard Group
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GC
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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Baker Avenue Asset Management's FWDI Position: Q2 2023 in Review

Baker Avenue Asset Management sold out of Forward Industries Inc (FWDI) in Q2 2023, closing a stake of 460 shares — an estimated $5.13K sold.

Baker Avenue Asset Management first reported a position in FWDI in Q1 2023 and held it in 1 quarter. The position peaked at $5.13K in Q1 2023. 15 funds tracked by Wall St. Rank hold FWDI as of Q2 2023.

  • Baker Avenue Asset Management reported no remaining Forward Industries Inc position as of Q2 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 460 Forward Industries Inc shares in Q2 2023, an estimated $5.13K.
  • Baker Avenue Asset Management first reported a position in Forward Industries Inc in Q1 2023 and held it in 1 quarter.
  • Baker Avenue Asset Management's Forward Industries Inc position peaked at $5.13K in Q1 2023.
  • 15 funds tracked by Wall St. Rank held Forward Industries Inc as of Q2 2023.

Based on Baker Avenue Asset Management's 13F filing for Q2 2023, filed 14 Aug 2023.