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Connectus Wealth’s Finward Bancorp FNWD Stock Holding History

Connectus Wealth’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
-9,328
Closed -$350K – 514
2022
Q2 		$350K Buy
+9,328
New +$374K 0.01% 371

Other funds holding FNWD

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FL
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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
CCM
Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 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
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return

Connectus Wealth's FNWD Position: Q3 2022 in Review

Connectus Wealth sold out of Finward Bancorp (FNWD) in Q3 2022, closing a stake of 9,328 shares — an estimated $350K sold.

Connectus Wealth first reported a position in FNWD in Q2 2022 and held it in 1 quarter. The position peaked at $350K in Q2 2022. 23 funds tracked by Wall St. Rank hold FNWD as of Q3 2022.

  • Connectus Wealth reported no remaining Finward Bancorp position as of Q3 2022 after selling out during the quarter.
  • Connectus Wealth sold 9,328 Finward Bancorp shares in Q3 2022, an estimated $350K.
  • Connectus Wealth first reported a position in Finward Bancorp in Q2 2022 and held it in 1 quarter.
  • Connectus Wealth's Finward Bancorp position peaked at $350K in Q2 2022.
  • 23 funds tracked by Wall St. Rank held Finward Bancorp as of Q3 2022.

Based on Connectus Wealth's 13F filing for Q3 2022, filed 10 Nov 2022.