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Advisor Group’s Forward Air FWRD Stock Holding History

Advisor Group’s Portfolio FWRD Stock Details FWRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$268K Buy
3,812
+36
+1% +$2.44K ﹤0.01% 2166
2019
Q3 		$241K Buy
3,776
+364
+11% +$22.3K ﹤0.01% 2178
2019
Q2 		$201K Buy
3,412
+164
+5% +$10.1K ﹤0.01% 2309
2019
Q1 		$211K Buy
3,248
+212
+7% +$13K ﹤0.01% 2245
2018
Q4 		$166K Buy
3,036
+138
+5% +$8.48K ﹤0.01% 2231
2018
Q3 		$208K Buy
2,898
+484
+20% +$30.8K ﹤0.01% 2134
2018
Q2 		$142K Sell
2,414
-128
-5% -$7.33K ﹤0.01% 2229
2018
Q1 		$134K Sell
2,542
-84
-3% -$4.79K ﹤0.01% 2300
2017
Q4 		$151K Buy
2,626
+1,526
+139% +$87.3K ﹤0.01% 2230
2017
Q3 		$63K Buy
1,100
+572
+108% +$30.2K ﹤0.01% 2763
2017
Q2 		$28K Buy
528
+109
+26% +$5.57K ﹤0.01% 3259
2017
Q1 		$20K Sell
419
-59
-12% -$2.86K ﹤0.01% 3363
2016
Q4 		$23K Sell
478
-1,214
-72% -$55.5K ﹤0.01% 3134
2016
Q3 		$73K Sell
1,692
-1,835
-52% -$83.4K ﹤0.01% 2242
2016
Q2 		$156K Buy
+3,527
New +$159K ﹤0.01% 1624

Other funds holding FWRD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Advisor Group's FWRD Position: Q4 2019 in Review

Advisor Group increased its Forward Air (FWRD) stake by 0.95% in Q4 2019, buying an estimated $2.44K and bringing the position to 3,812 shares worth $268K. The position accounts for ﹤0.01% of the portfolio, ranked #2166.

Advisor Group first reported a position in FWRD in Q2 2016 and has held it in 15 quarters since. 237 funds tracked by Wall St. Rank hold FWRD as of Q4 2019.

  • Advisor Group held 3,812 shares of Forward Air worth $268K as of Q4 2019.
  • Advisor Group bought 36 Forward Air shares in Q4 2019, an estimated $2.44K.
  • Forward Air made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2166 holding.
  • Advisor Group first reported a position in Forward Air in Q2 2016 and has held it in 15 quarters since.
  • 237 funds tracked by Wall St. Rank held Forward Air as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.