Avantax Advisory Services’s Forward Air FWRD Stock Holding History

Avantax Advisory Services’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 Q4	–	Sell	-2,733	Closed	-$247K	–	1439
2022 Q3	$247K	Hold	2,733	–	–	﹤0.01%	1092
2022 Q2	$251K	Sell	2,733 -13	-0.5%	-$1.21K	﹤0.01%	1097
2022 Q1	$269K	Sell	2,746 -968	-26%	-$102K	﹤0.01%	1054
2021 Q4	$450K	Sell	3,714 -197	-5%	-$20.2K	0.01%	800
2021 Q3	$323K	Sell	3,911 -62	-2%	-$5.42K	0.01%	895
2021 Q2	$358K	Hold	3,973	–	–	0.01%	833
2021 Q1	$353K	Buy	3,973 +108	+3%	+$9.04K	0.01%	742
2020 Q4	$296K	Sell	3,865 -1,692	-30%	-$117K	0.01%	727
2020 Q3	$317K	Buy	+5,557	New	+$305K	0.01%	998
2020 Q2	–	Sell	-4,327	Closed	-$218K	–	866
2020 Q1	$218K	Sell	4,327 -1,963	-31%	-$119K	0.01%	692
2019 Q4	$442K	Sell	6,290 -1,627	-21%	-$110K	0.01%	514
2019 Q3	$505K	Buy	7,917 +123	+2%	+$7.54K	0.02%	321
2019 Q2	$461K	Buy	+7,794	New	+$479K	0.02%	308

Other funds holding FWRD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Avantax Advisory Services's FWRD Position: Q4 2022 in Review

Avantax Advisory Services sold out of Forward Air (FWRD) in Q4 2022, closing a stake of 2,733 shares — an estimated $247K sold.

Avantax Advisory Services first reported a position in FWRD in Q2 2019 and held it in 13 quarters. The position peaked at $505K in Q3 2019. 275 funds tracked by Wall St. Rank hold FWRD as of Q4 2022.

Avantax Advisory Services reported no remaining Forward Air position as of Q4 2022 after selling out during the quarter.
Avantax Advisory Services sold 2,733 Forward Air shares in Q4 2022, an estimated $247K.
Avantax Advisory Services first reported a position in Forward Air in Q2 2019 and held it in 13 quarters.
Avantax Advisory Services's Forward Air position peaked at $505K in Q3 2019.
275 funds tracked by Wall St. Rank held Forward Air as of Q4 2022.

Based on Avantax Advisory Services's 13F filing for Q4 2022, filed 13 Feb 2023.