Avantax Planning Partners’s Forward Air FWRD Stock Holding History

Avantax Planning Partners’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
2018 Q2	–	Sell	-325	Closed	-$17K	–	680
2018 Q1	$17K	Buy	+325	New	+$18.5K	﹤0.01%	838

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Avantax Planning Partners's FWRD Position: Q2 2018 in Review

Avantax Planning Partners sold out of Forward Air (FWRD) in Q2 2018, closing a stake of 325 shares — an estimated $17K sold.

Avantax Planning Partners first reported a position in FWRD in Q1 2018 and held it in 1 quarter. The position peaked at $17K in Q1 2018. 216 funds tracked by Wall St. Rank hold FWRD as of Q2 2018.

Avantax Planning Partners reported no remaining Forward Air position as of Q2 2018 after selling out during the quarter.
Avantax Planning Partners sold 325 Forward Air shares in Q2 2018, an estimated $17K.
Avantax Planning Partners first reported a position in Forward Air in Q1 2018 and held it in 1 quarter.
Avantax Planning Partners's Forward Air position peaked at $17K in Q1 2018.
216 funds tracked by Wall St. Rank held Forward Air as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.