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Bell Investment Advisors’s Forward Air FWRD Stock Holding History

Bell Investment Advisors’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
2025
Q1 		– Sell
-17
Closed -$549 – 1922
2024
Q4 		$549 Hold
17
– – ﹤0.01% 1736
2024
Q3 		$602 Hold
17
– – ﹤0.01% 1736
2024
Q2 		$324 Hold
17
– – ﹤0.01% 1896
2024
Q1 		$529 Hold
17
– – ﹤0.01% 1806
2023
Q4 		$1.07K Hold
17
– – ﹤0.01% 1572
2023
Q3 		$1.17K Sell
17
-11
-39% -$968 ﹤0.01% 1508
2023
Q2 		$2.97K Sell
28
-9
-24% -$921 ﹤0.01% 1095
2023
Q1 		$3.99K Sell
37
-5
-12% -$525 ﹤0.01% 885
2022
Q4 		$4.41K Buy
42
+10
+31% +$1.05K ﹤0.01% 875
2022
Q3 		$3K Buy
32
+5
+19% +$491 ﹤0.01% 907
2022
Q2 		$2K Buy
+27
New +$2.5K ﹤0.01% 1145
2021
Q4 		$3K Buy
21
+4
+24% +$409 ﹤0.01% 972
2021
Q3 		$1K Buy
+17
New +$1.49K ﹤0.01% 1384

Other funds holding FWRD

CCG
Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LC
Littlejohn & Co Greenwich, Connecticut $106M AUM 7.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RPM
Ridgemont Partners Management Charlotte, North Carolina $49.7M AUM 26.51% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
ICM
Irenic Capital Management New York $1.54B AUM 12.79% 1-Year Est. Return
PA
Paralel Advisors Denver, Colorado $2.41B AUM 9.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Bell Investment Advisors's FWRD Position: Q1 2025 in Review

Bell Investment Advisors sold out of Forward Air (FWRD) in Q1 2025, closing a stake of 17 shares — an estimated $549 sold.

Bell Investment Advisors first reported a position in FWRD in Q3 2021 and held it in 13 quarters. The position peaked at $4.41K in Q4 2022. 194 funds tracked by Wall St. Rank hold FWRD as of Q1 2025.

  • Bell Investment Advisors reported no remaining Forward Air position as of Q1 2025 after selling out during the quarter.
  • Bell Investment Advisors sold 17 Forward Air shares in Q1 2025, an estimated $549.
  • Bell Investment Advisors first reported a position in Forward Air in Q3 2021 and held it in 13 quarters.
  • Bell Investment Advisors's Forward Air position peaked at $4.41K in Q4 2022.
  • 194 funds tracked by Wall St. Rank held Forward Air as of Q1 2025.

Based on Bell Investment Advisors's 13F filing for Q1 2025, filed 16 May 2025.