TWA
FWDI

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

TCI 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
2023
Q2 		– Sell
-25
Closed -$280 – 949
2023
Q1 		$280 Hold
25
– – ﹤0.01% 2297
2022
Q4 		$268 Hold
25
– – ﹤0.01% 2299
2022
Q3 		$0 Hold
25
– – ﹤0.01% 2356
2022
Q2 		$0 Hold
25
– – ﹤0.01% 2351
2022
Q1 		$0 Hold
25
– – ﹤0.01% 2292
2021
Q4 		$0 Hold
25
– – ﹤0.01% 2357
2021
Q3 		$1K Hold
25
– – ﹤0.01% 2259
2021
Q2 		$1K Hold
25
– – ﹤0.01% 2206
2021
Q1 		$1K Buy
+25
New +$808 ﹤0.01% 2059

Other funds holding FWDI

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
GIM
Grassi Investment Management Santa Clara, California $1.26B AUM 23.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 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 $3.85B AUM 32.11% 1-Year Est. Return

TCI Wealth Advisors's FWDI Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Forward Industries Inc (FWDI) in Q2 2023, closing a stake of 25 shares — an estimated $280 sold.

TCI Wealth Advisors first reported a position in FWDI in Q1 2021 and held it in 9 quarters. The position peaked at $1K in Q3 2021. 15 funds tracked by Wall St. Rank hold FWDI as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Forward Industries Inc position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 25 Forward Industries Inc shares in Q2 2023, an estimated $280.
  • TCI Wealth Advisors first reported a position in Forward Industries Inc in Q1 2021 and held it in 9 quarters.
  • TCI Wealth Advisors's Forward Industries Inc position peaked at $1K in Q3 2021.
  • 15 funds tracked by Wall St. Rank held Forward Industries Inc as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.