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Bartlett & Co Wealth Management’s Forward Air FWRD Stock Holding History

Bartlett & Co 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
2022
Q4 		– Sell
-69
Closed -$6.23K – 1139
2022
Q3 		$6.23K Hold
69
– – ﹤0.01% 889
2022
Q2 		$6.34K Buy
+69
New +$6.39K ﹤0.01% 971

Other funds holding FWRD

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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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Bartlett & Co Wealth Management's FWRD Position: Q4 2022 in Review

Bartlett & Co Wealth Management sold out of Forward Air (FWRD) in Q4 2022, closing a stake of 69 shares — an estimated $6.23K sold.

Bartlett & Co Wealth Management first reported a position in FWRD in Q2 2022 and held it in 2 quarters. The position peaked at $6.34K in Q2 2022. 275 funds tracked by Wall St. Rank hold FWRD as of Q4 2022.

  • Bartlett & Co Wealth Management reported no remaining Forward Air position as of Q4 2022 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 69 Forward Air shares in Q4 2022, an estimated $6.23K.
  • Bartlett & Co Wealth Management first reported a position in Forward Air in Q2 2022 and held it in 2 quarters.
  • Bartlett & Co Wealth Management's Forward Air position peaked at $6.34K in Q2 2022.
  • 275 funds tracked by Wall St. Rank held Forward Air as of Q4 2022.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2024.