AAM
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Advisors Asset Management’s Forward Air FWRD Stock Holding History

Advisors Asset Management’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
-223
Closed -$7.89K – 1498
2024
Q3 		$7.89K Sell
223
-27
-11% -$766 ﹤0.01% 1418
2024
Q2 		$4.76K Sell
250
-1
-0.4% -$21 ﹤0.01% 1432
2024
Q1 		$7.81K Sell
251
-1
-0.4% -$42 ﹤0.01% 1382
2023
Q4 		$15.8K Buy
252
+32
+15% +$2.15K ﹤0.01% 1367
2023
Q3 		$15.1K Buy
+220
New +$19.4K ﹤0.01% 1374
2020
Q3 		– Sell
-258
Closed -$13K – 1528
2020
Q2 		$13K Sell
258
-17
-6% -$834 ﹤0.01% 1485
2020
Q1 		$14K Sell
275
-23
-8% -$1.4K ﹤0.01% 1406
2019
Q4 		$21K Sell
298
-5
-2% -$339 ﹤0.01% 1460
2019
Q3 		$19K Buy
303
+143
+89% +$8.76K ﹤0.01% 1479
2019
Q2 		$9K Buy
+160
New +$9.84K ﹤0.01% 1494
2017
Q1 		– Sell
-2,346
Closed -$111K – 1629
2016
Q4 		$111K Sell
2,346
-400
-15% -$18.3K ﹤0.01% 1498
2016
Q3 		$119K Sell
2,746
-378
-12% -$17.2K ﹤0.01% 1464
2016
Q2 		$139K Sell
3,124
-315
-9% -$14.2K ﹤0.01% 1434
2016
Q1 		$156K Sell
3,439
-495
-13% -$20.8K ﹤0.01% 1358
2015
Q4 		$169K Sell
3,934
-433
-10% -$19.4K ﹤0.01% 1428
2015
Q3 		$181K Buy
4,367
+1,631
+60% +$77K ﹤0.01% 1397
2015
Q2 		$143K Buy
2,736
+2,082
+318% +$110K ﹤0.01% 1455
2015
Q1 		$36K Buy
+654
New +$33.4K ﹤0.01% 1739

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

Advisors Asset Management's FWRD Position: Q4 2024 in Review

Advisors Asset Management sold out of Forward Air (FWRD) in Q4 2024, closing a stake of 223 shares — an estimated $7.89K sold.

Advisors Asset Management first reported a position in FWRD in Q1 2015 and held it in 18 quarters. The position peaked at $181K in Q3 2015. 210 funds tracked by Wall St. Rank hold FWRD as of Q4 2024.

  • Advisors Asset Management reported no remaining Forward Air position as of Q4 2024 after selling out during the quarter.
  • Advisors Asset Management sold 223 Forward Air shares in Q4 2024, an estimated $7.89K.
  • Advisors Asset Management first reported a position in Forward Air in Q1 2015 and held it in 18 quarters.
  • Advisors Asset Management's Forward Air position peaked at $181K in Q3 2015.
  • 210 funds tracked by Wall St. Rank held Forward Air as of Q4 2024.

Based on Advisors Asset Management's 13F filing for Q4 2024, filed 10 Feb 2025.