AWM
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AE Wealth Management’s Forward Air FWRD Stock Holding History

AE Wealth 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
2023
Q1 		– Sell
-9,315
Closed -$977K – 1919
2022
Q4 		$977K Buy
9,315
+492
+6% +$51.6K 0.01% 989
2022
Q3 		$796K Buy
+8,823
New +$866K 0.01% 1038

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
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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AE Wealth Management's FWRD Position: Q1 2023 in Review

AE Wealth Management sold out of Forward Air (FWRD) in Q1 2023, closing a stake of 9,315 shares — an estimated $977K sold.

AE Wealth Management first reported a position in FWRD in Q3 2022 and held it in 2 quarters. The position peaked at $977K in Q4 2022. 257 funds tracked by Wall St. Rank hold FWRD as of Q1 2023.

  • AE Wealth Management reported no remaining Forward Air position as of Q1 2023 after selling out during the quarter.
  • AE Wealth Management sold 9,315 Forward Air shares in Q1 2023, an estimated $977K.
  • AE Wealth Management first reported a position in Forward Air in Q3 2022 and held it in 2 quarters.
  • AE Wealth Management's Forward Air position peaked at $977K in Q4 2022.
  • 257 funds tracked by Wall St. Rank held Forward Air as of Q1 2023.

Based on AE Wealth Management's 13F filing for Q1 2023, filed 14 Apr 2023.