CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Finward Bancorp FNWD Stock Holding History

CAPTRUST Financial 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
2022
Q3 		– Sell
-2,300
Closed -$87K – 2772
2022
Q2 		$87K Buy
+2,300
New +$92.2K ﹤0.01% 2304

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CCM
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BCM
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CAPTRUST Financial Advisors's FNWD Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of Finward Bancorp (FNWD) in Q3 2022, closing a stake of 2,300 shares — an estimated $87K sold.

CAPTRUST Financial Advisors first reported a position in FNWD in Q2 2022 and held it in 1 quarter. The position peaked at $87K in Q2 2022. 23 funds tracked by Wall St. Rank hold FNWD as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining Finward Bancorp position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 2,300 Finward Bancorp shares in Q3 2022, an estimated $87K.
  • CAPTRUST Financial Advisors first reported a position in Finward Bancorp in Q2 2022 and held it in 1 quarter.
  • CAPTRUST Financial Advisors's Finward Bancorp position peaked at $87K in Q2 2022.
  • 23 funds tracked by Wall St. Rank held Finward Bancorp as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.