GIM
FWDI

Grassi Investment Management’s Forward Industries Inc FWDI Stock Holding History

Grassi Investment Management’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
2023
Q4 		– Sell
-1,550
Closed -$193K – 124
2023
Q3 		$193K Hold
1,550
– – 0.02% 119
2023
Q2 		$235K Sell
1,550
-670
-30% -$6.9K 0.03% 113
2023
Q1 		$280K Sell
2,220
-15,850
-88% -$185K 0.03% 104
2022
Q4 		$2.1M Sell
18,070
-29,260
-62% -$365K 0.28% 68
2022
Q3 		$5.3M Sell
47,330
-2,600
-5% -$40.9K 0.77% 48
2022
Q2 		$5.56M Buy
49,930
+190
+0.4% +$3K 0.73% 50
2022
Q1 		$8.41M Buy
49,740
+4,240
+9% +$67.6K 0.88% 43
2021
Q4 		$9.45M Buy
+45,500
New +$907K 0.94% 36
2020
Q4 		– Sell
-10,960
Closed -$730K – 141
2020
Q3 		$730K Sell
10,960
-2,350
-18% -$33.5K 0.1% 87
2020
Q2 		$809K Sell
13,310
-1,510
-10% -$17.7K 0.12% 80
2020
Q1 		$716K Sell
14,820
-10,151
-41% -$108K 0.13% 76
2019
Q4 		$2.32M Sell
24,971
-67,690
-73% -$688K 0.31% 67
2019
Q3 		$8.49M Buy
92,661
+4,534
+5% +$50.5K 1.27% 35
2019
Q2 		$9.02M Buy
+88,127
New +$1.22M 1.33% 30
2016
Q4 		– Sell
-1,290
Closed -$156K – 134
2016
Q3 		$156K Buy
+1,290
New +$19.4K 0.03% 130
2014
Q1 		– Sell
-3,680
Closed -$568K – 135
2013
Q4 		$568K Sell
3,680
-49,975
-93% -$827K 0.14% 103
2013
Q3 		$9.05M Buy
53,655
+2,644
+5% +$49.7K 2.39% 3
2013
Q2 		$7.89M Buy
+51,011
New +$1.01M 2.11% 5

Other funds holding FWDI

Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
TSS
Two Sigma Securities New York $1.16B AUM 36.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Grassi Investment Management's FWDI Position: Q4 2023 in Review

Grassi Investment Management sold out of Forward Industries Inc (FWDI) in Q4 2023, closing a stake of 1,550 shares — an estimated $193K sold.

Grassi Investment Management first reported a position in FWDI in Q2 2013 and held it in 18 quarters. The position peaked at $9.45M in Q4 2021. 15 funds tracked by Wall St. Rank hold FWDI as of Q4 2023.

  • Grassi Investment Management reported no remaining Forward Industries Inc position as of Q4 2023 after selling out during the quarter.
  • Grassi Investment Management sold 1,550 Forward Industries Inc shares in Q4 2023, an estimated $193K.
  • Grassi Investment Management first reported a position in Forward Industries Inc in Q2 2013 and held it in 18 quarters.
  • Grassi Investment Management's Forward Industries Inc position peaked at $9.45M in Q4 2021.
  • 15 funds tracked by Wall St. Rank held Forward Industries Inc as of Q4 2023.

Based on Grassi Investment Management's 13F filing for Q4 2023, filed 10 Jan 2024.