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Avalon Investment & Advisory’s Forward Air FWRD Stock Holding History

Avalon Investment & Advisory’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
2022
Q2 		– Sell
-25,821
Closed -$2.52M – 322
2022
Q1 		$2.52M Buy
25,821
+2,872
+13% +$303K 0.06% 159
2021
Q4 		$2.78M Buy
+22,949
New +$2.35M 0.07% 156

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
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Avalon Investment & Advisory's FWRD Position: Q2 2022 in Review

Avalon Investment & Advisory sold out of Forward Air (FWRD) in Q2 2022, closing a stake of 25,821 shares — an estimated $2.52M sold.

Avalon Investment & Advisory first reported a position in FWRD in Q4 2021 and held it in 2 quarters. The position peaked at $2.78M in Q4 2021. 246 funds tracked by Wall St. Rank hold FWRD as of Q2 2022.

  • Avalon Investment & Advisory reported no remaining Forward Air position as of Q2 2022 after selling out during the quarter.
  • Avalon Investment & Advisory sold 25,821 Forward Air shares in Q2 2022, an estimated $2.52M.
  • Avalon Investment & Advisory first reported a position in Forward Air in Q4 2021 and held it in 2 quarters.
  • Avalon Investment & Advisory's Forward Air position peaked at $2.78M in Q4 2021.
  • 246 funds tracked by Wall St. Rank held Forward Air as of Q2 2022.

Based on Avalon Investment & Advisory's 13F filing for Q2 2022, filed 10 Aug 2022.