MW
FWDI

Milestone Wealth’s Forward Industries Inc FWDI Stock Holding History

Milestone Wealth’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 		$2K Hold
150
– – ﹤0.01% 225
2022
Q2 		$2K Sell
150
-150
-50% -$2.37K ﹤0.01% 219
2022
Q1 		$5K Hold
300
– – ﹤0.01% 232
2021
Q4 		$5K Buy
+300
New +$5.98K ﹤0.01% 232

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 $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
GC
GMT Capital Atlanta, Georgia $1.92B AUM 70.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 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 $786B AUM 40.34% 1-Year Est. Return

Milestone Wealth's FWDI Position: Q3 2022 in Review

Milestone Wealth held its Forward Industries Inc (FWDI) position steady in Q3 2022 at 150 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #225.

Milestone Wealth first reported a position in FWDI in Q4 2021 and has held it in 4 quarters since. The position peaked at $5K in Q1 2022. 17 funds tracked by Wall St. Rank hold FWDI as of Q3 2022.

  • Milestone Wealth held 150 shares of Forward Industries Inc worth $2K as of Q3 2022.
  • Milestone Wealth left its Forward Industries Inc share count unchanged in Q3 2022.
  • Forward Industries Inc made up ﹤0.01% of Milestone Wealth's portfolio in Q3 2022, its #225 holding.
  • Milestone Wealth first reported a position in Forward Industries Inc in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's Forward Industries Inc position peaked at $5K in Q1 2022.
  • 17 funds tracked by Wall St. Rank held Forward Industries Inc as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.