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BHZ Capital Management’s Finward Bancorp FNWD Stock Holding History

BHZ Capital Management’s Portfolio FNWD Stock Details FNWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-20,347
Closed -$692K – 124
2022
Q3 		$692K Hold
20,347
– – 0.29% 75
2022
Q2 		$763K Sell
20,347
-400
-2% -$16K 0.31% 78
2022
Q1 		$959K Buy
+20,747
New +$979K 0.32% 78

Other funds holding FNWD

FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
RA
Raffles Associates New York $115M AUM 35.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FBA
Front Barnett Associates Chicago, Illinois $833M AUM 23.51% 1-Year Est. Return

BHZ Capital Management's FNWD Position: Q4 2022 in Review

BHZ Capital Management sold out of Finward Bancorp (FNWD) in Q4 2022, closing a stake of 20,347 shares — an estimated $692K sold.

BHZ Capital Management first reported a position in FNWD in Q1 2022 and held it in 3 quarters. The position peaked at $959K in Q1 2022. 24 funds tracked by Wall St. Rank hold FNWD as of Q4 2022.

  • BHZ Capital Management reported no remaining Finward Bancorp position as of Q4 2022 after selling out during the quarter.
  • BHZ Capital Management sold 20,347 Finward Bancorp shares in Q4 2022, an estimated $692K.
  • BHZ Capital Management first reported a position in Finward Bancorp in Q1 2022 and held it in 3 quarters.
  • BHZ Capital Management's Finward Bancorp position peaked at $959K in Q1 2022.
  • 24 funds tracked by Wall St. Rank held Finward Bancorp as of Q4 2022.

Based on BHZ Capital Management's 13F filing for Q4 2022, filed 13 Feb 2023.