AF
FWRD icon

Advisornet Financial’s Forward Air FWRD Stock Holding History

Advisornet Financial’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
2024
Q4 		– Sell
-133
Closed -$4.71K – 2056
2024
Q3 		$4.71K Buy
133
+70
+111% +$1.99K ﹤0.01% 1592
2024
Q2 		$1.2K Buy
63
+37
+142% +$764 ﹤0.01% 1760
2024
Q1 		$809 Buy
26
+23
+767% +$962 ﹤0.01% 1814
2023
Q4 		$189 Buy
+3
New +$202 ﹤0.01% 2308
2023
Q3 		– Sell
-6
Closed -$637 – 2340
2023
Q2 		$637 Buy
6
+1
+20% +$102 ﹤0.01% 1998
2023
Q1 		$539 Sell
5
-2
-29% -$210 ﹤0.01% 2056
2022
Q4 		$734 Buy
+7
New +$735 ﹤0.01% 1919

Other funds holding FWRD

CCG
Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return
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
RPM
Ridgemont Partners Management Charlotte, North Carolina $49.7M AUM 26.51% 1-Year Est. Return
LC
Littlejohn & Co Greenwich, Connecticut $106M AUM 7.38% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
ICM
Irenic Capital Management New York $1.54B AUM 12.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Advisornet Financial's FWRD Position: Q4 2024 in Review

Advisornet Financial sold out of Forward Air (FWRD) in Q4 2024, closing a stake of 133 shares — an estimated $4.71K sold.

Advisornet Financial first reported a position in FWRD in Q4 2022 and held it in 7 quarters. The position peaked at $4.71K in Q3 2024. 210 funds tracked by Wall St. Rank hold FWRD as of Q4 2024.

  • Advisornet Financial reported no remaining Forward Air position as of Q4 2024 after selling out during the quarter.
  • Advisornet Financial sold 133 Forward Air shares in Q4 2024, an estimated $4.71K.
  • Advisornet Financial first reported a position in Forward Air in Q4 2022 and held it in 7 quarters.
  • Advisornet Financial's Forward Air position peaked at $4.71K in Q3 2024.
  • 210 funds tracked by Wall St. Rank held Forward Air as of Q4 2024.

Based on Advisornet Financial's 13F filing for Q4 2024, filed 13 Jan 2025.