BFEC
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Benjamin F. Edwards & Company’s Forward Air FWRD Stock Holding History

Benjamin F. Edwards & Company’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
2023
Q1 		– Sell
-46
Closed -$5K – 1835
2022
Q4 		$5K Hold
46
– – ﹤0.01% 1570
2022
Q3 		$4K Hold
46
– – ﹤0.01% 1596
2022
Q2 		$4K Hold
46
– – ﹤0.01% 1582
2022
Q1 		$4K Hold
46
– – ﹤0.01% 1561
2021
Q4 		$6K Buy
+46
New +$4.71K ﹤0.01% 1482

Other funds holding FWRD

BlackRock
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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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Benjamin F. Edwards & Company's FWRD Position: Q1 2023 in Review

Benjamin F. Edwards & Company sold out of Forward Air (FWRD) in Q1 2023, closing a stake of 46 shares — an estimated $5K sold.

Benjamin F. Edwards & Company first reported a position in FWRD in Q4 2021 and held it in 5 quarters. The position peaked at $6K in Q4 2021. 257 funds tracked by Wall St. Rank hold FWRD as of Q1 2023.

  • Benjamin F. Edwards & Company reported no remaining Forward Air position as of Q1 2023 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 46 Forward Air shares in Q1 2023, an estimated $5K.
  • Benjamin F. Edwards & Company first reported a position in Forward Air in Q4 2021 and held it in 5 quarters.
  • Benjamin F. Edwards & Company's Forward Air position peaked at $6K in Q4 2021.
  • 257 funds tracked by Wall St. Rank held Forward Air as of Q1 2023.

Based on Benjamin F. Edwards & Company's 13F filing for Q1 2023, filed 27 Apr 2023.