CAPTRUST Financial Advisors
FWDI

CAPTRUST Financial Advisors’s Forward Industries Inc FWDI Stock Holding History

CAPTRUST Financial Advisors’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
2022
Q3 		– Sell
-3
Closed – – 2774
2022
Q2 		$0 Hold
3
– – ﹤0.01% 4993
2022
Q1 		$0 Hold
3
– – ﹤0.01% 4980
2021
Q4 		$0 Hold
3
– – ﹤0.01% 4811
2021
Q3 		$0 Buy
3
+1
+50% +$26 ﹤0.01% 4672
2021
Q2 		$0 Buy
+2
New +$55 ﹤0.01% 4556

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAPTRUST Financial Advisors's FWDI Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of Forward Industries Inc (FWDI) in Q3 2022, closing a stake of 3 shares.

CAPTRUST Financial Advisors first reported a position in FWDI in Q2 2021 and held it in 5 quarters. The position peaked at $0 in Q2 2022. 17 funds tracked by Wall St. Rank hold FWDI as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining Forward Industries Inc position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 3 Forward Industries Inc shares in Q3 2022.
  • CAPTRUST Financial Advisors first reported a position in Forward Industries Inc in Q2 2021 and held it in 5 quarters.
  • CAPTRUST Financial Advisors's Forward Industries Inc position peaked at $0 in Q2 2022.
  • 17 funds tracked by Wall St. Rank held Forward Industries Inc as of Q3 2022.

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