AC
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Aristides Capital’s Forward Air FWRD Stock Holding History

Aristides Capital’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
Q1 		– Sell
-3,915
Closed -$246K – 297
2023
Q4 		$246K Buy
+3,915
New +$264K 0.09% 172
2022
Q1 		– Sell
-1,716
Closed -$208K – 224
2021
Q4 		$208K Buy
+1,716
New +$176K 0.1% 200
2020
Q2 		– Sell
-4,313
Closed -$218K – 128
2020
Q1 		$218K Sell
4,313
-4,716
-52% -$287K 0.16% 104
2019
Q4 		$632K Buy
+9,029
New +$612K 0.49% 76

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCG
Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RPM
Ridgemont Partners Management Charlotte, North Carolina $49.7M AUM 26.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Aristides Capital's FWRD Position: Q1 2024 in Review

Aristides Capital sold out of Forward Air (FWRD) in Q1 2024, closing a stake of 3,915 shares — an estimated $246K sold.

Aristides Capital first reported a position in FWRD in Q4 2019 and held it in 4 quarters. The position peaked at $632K in Q4 2019. 225 funds tracked by Wall St. Rank hold FWRD as of Q1 2024.

  • Aristides Capital reported no remaining Forward Air position as of Q1 2024 after selling out during the quarter.
  • Aristides Capital sold 3,915 Forward Air shares in Q1 2024, an estimated $246K.
  • Aristides Capital first reported a position in Forward Air in Q4 2019 and held it in 4 quarters.
  • Aristides Capital's Forward Air position peaked at $632K in Q4 2019.
  • 225 funds tracked by Wall St. Rank held Forward Air as of Q1 2024.

Based on Aristides Capital's 13F filing for Q1 2024, filed 15 May 2024.