LPL Financial’s Finward Bancorp FNWD Stock Holding History

LPL Financial’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	-5,500	Closed	-$206K	–	4455
2022 Q2	$206K	Buy	+5,500	New	+$221K	﹤0.01%	3922

Other funds holding FNWD

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return

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

Raffles Associates New York $115M AUM 35.69% 1-Year Est. Return

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

LPL Financial's FNWD Position: Q3 2022 in Review

LPL Financial sold out of Finward Bancorp (FNWD) in Q3 2022, closing a stake of 5,500 shares — an estimated $206K sold.

LPL Financial first reported a position in FNWD in Q2 2022 and held it in 1 quarter. The position peaked at $206K in Q2 2022. 23 funds tracked by Wall St. Rank hold FNWD as of Q3 2022.

LPL Financial reported no remaining Finward Bancorp position as of Q3 2022 after selling out during the quarter.
LPL Financial sold 5,500 Finward Bancorp shares in Q3 2022, an estimated $206K.
LPL Financial first reported a position in Finward Bancorp in Q2 2022 and held it in 1 quarter.
LPL Financial's Finward Bancorp position peaked at $206K in Q2 2022.
23 funds tracked by Wall St. Rank held Finward Bancorp as of Q3 2022.

Based on LPL Financial's 13F filing for Q3 2022, filed 14 Nov 2022.