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Berman Capital Advisors’s Forward Air FWRD Stock Holding History

Berman Capital 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
2021
Q3 		$3K Hold
44
– – ﹤0.01% 1580
2021
Q2 		$3K Buy
44
+14
+47% +$1.29K ﹤0.01% 1485
2021
Q1 		$2K Buy
30
+6
+25% +$502 ﹤0.01% 1509
2020
Q4 		$1K Hold
24
– – ﹤0.01% 1529
2020
Q3 		$1K Sell
24
-22
-48% -$1.21K ﹤0.01% 1449
2020
Q2 		$2K Buy
+46
New +$2.26K ﹤0.01% 1271

Other funds holding FWRD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 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
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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Berman Capital Advisors's FWRD Position: Q3 2021 in Review

Berman Capital Advisors held its Forward Air (FWRD) position steady in Q3 2021 at 44 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1580.

Berman Capital Advisors first reported a position in FWRD in Q2 2020 and has held it in 6 quarters since. 215 funds tracked by Wall St. Rank hold FWRD as of Q3 2021.

  • Berman Capital Advisors held 44 shares of Forward Air worth $3K as of Q3 2021.
  • Berman Capital Advisors left its Forward Air share count unchanged in Q3 2021.
  • Forward Air made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1580 holding.
  • Berman Capital Advisors first reported a position in Forward Air in Q2 2020 and has held it in 6 quarters since.
  • 215 funds tracked by Wall St. Rank held Forward Air as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.