Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Finward Bancorp FNWD Stock Holding History

Cambridge Investment Research Advisors’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
2023
Q1 		– Sell
-6,153
Closed -$223K – 3188
2022
Q4 		$223K Sell
6,153
-20
-0.3% -$663 ﹤0.01% 2663
2022
Q3 		$210K Hold
6,173
– – ﹤0.01% 2660
2022
Q2 		$231K Sell
6,173
-20
-0.3% -$802 ﹤0.01% 2595
2022
Q1 		$286K Sell
6,193
-10
-0.2% -$472 ﹤0.01% 2587
2021
Q4 		$287K Buy
+6,203
New +$297K ﹤0.01% 2564

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ECA
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PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
RA
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cambridge Investment Research Advisors's FNWD Position: Q1 2023 in Review

Cambridge Investment Research Advisors sold out of Finward Bancorp (FNWD) in Q1 2023, closing a stake of 6,153 shares — an estimated $223K sold.

Cambridge Investment Research Advisors first reported a position in FNWD in Q4 2021 and held it in 5 quarters. The position peaked at $287K in Q4 2021. 21 funds tracked by Wall St. Rank hold FNWD as of Q1 2023.

  • Cambridge Investment Research Advisors reported no remaining Finward Bancorp position as of Q1 2023 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 6,153 Finward Bancorp shares in Q1 2023, an estimated $223K.
  • Cambridge Investment Research Advisors first reported a position in Finward Bancorp in Q4 2021 and held it in 5 quarters.
  • Cambridge Investment Research Advisors's Finward Bancorp position peaked at $287K in Q4 2021.
  • 21 funds tracked by Wall St. Rank held Finward Bancorp as of Q1 2023.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2023, filed 11 May 2023.