Bartlett & Co’s Forward Air FWRD Stock Holding History

Bartlett & Co’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	-$6K	–	1115
2022 Q3	$6K	Hold	69	–	–	﹤0.01%	890
2022 Q2	$6K	Buy	+69	New	+$6.39K	﹤0.01%	974

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

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

Bartlett & Co sold out of Forward Air (FWRD) in Q4 2022, closing a stake of 69 shares — an estimated $6K sold.

Bartlett & Co first reported a position in FWRD in Q2 2022 and held it in 2 quarters. The position peaked at $6K in Q3 2022. 275 funds tracked by Wall St. Rank hold FWRD as of Q4 2022.

Bartlett & Co reported no remaining Forward Air position as of Q4 2022 after selling out during the quarter.
Bartlett & Co sold 69 Forward Air shares in Q4 2022, an estimated $6K.
Bartlett & Co first reported a position in Forward Air in Q2 2022 and held it in 2 quarters.
Bartlett & Co's Forward Air position peaked at $6K in Q3 2022.
275 funds tracked by Wall St. Rank held Forward Air as of Q4 2022.

Based on Bartlett & Co's 13F filing for Q4 2022, filed 4 Jan 2023.