CWA
FWDI

Clearview Wealth Advisors’s Forward Industries Inc FWDI Stock Holding History

Clearview Wealth 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
2021
Q4 		– Sell
-10
Closed – – 708
2021
Q3 		$0 Hold
10
– – ﹤0.01% 671
2021
Q2 		$0 Hold
10
– – ﹤0.01% 660
2021
Q1 		$0 Hold
10
– – ﹤0.01% 627
2020
Q4 		$0 Buy
+10
New +$167 ﹤0.01% 577

Other funds holding FWDI

GIM
Grassi Investment Management Santa Clara, California $1.26B AUM 23.4% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
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
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
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MW
Milestone Wealth Buffalo, New York $89.5M AUM 17.2% 1-Year Est. Return

Clearview Wealth Advisors's FWDI Position: Q4 2021 in Review

Clearview Wealth Advisors sold out of Forward Industries Inc (FWDI) in Q4 2021, closing a stake of 10 shares.

Clearview Wealth Advisors first reported a position in FWDI in Q4 2020 and held it in 4 quarters. The position peaked at $0 in Q3 2021. 16 funds tracked by Wall St. Rank hold FWDI as of Q4 2021.

  • Clearview Wealth Advisors reported no remaining Forward Industries Inc position as of Q4 2021 after selling out during the quarter.
  • Clearview Wealth Advisors sold 10 Forward Industries Inc shares in Q4 2021.
  • Clearview Wealth Advisors first reported a position in Forward Industries Inc in Q4 2020 and held it in 4 quarters.
  • Clearview Wealth Advisors's Forward Industries Inc position peaked at $0 in Q3 2021.
  • 16 funds tracked by Wall St. Rank held Forward Industries Inc as of Q4 2021.

Based on Clearview Wealth Advisors's 13F filing for Q4 2021, filed 2 Feb 2022.