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Blue Trust Inc’s Forward Air FWRD Stock Holding History

Blue Trust Inc’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
2024
Q4 		– Sell
-113
Closed -$2.15K – 2634
2024
Q3 		$2.15K Buy
113
+30
+36% +$851 ﹤0.01% 2571
2024
Q2 		$2.58K Buy
+83
New +$1.71K ﹤0.01% 2383
2024
Q1 		– Sell
-29
Closed -$2K – 2394
2023
Q4 		$2K Sell
29
-26
-47% -$1.75K ﹤0.01% 2142
2023
Q3 		$6K Buy
55
+48
+686% +$4.23K ﹤0.01% 1577
2023
Q2 		$1K Sell
7
-32
-82% -$3.28K ﹤0.01% 1847
2023
Q1 		$4K Buy
+39
New +$4.09K ﹤0.01% 1835

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
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
LC
Littlejohn & Co Greenwich, Connecticut $106M AUM 7.38% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
ICM
Irenic Capital Management New York $1.54B AUM 12.79% 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
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Blue Trust Inc's FWRD Position: Q4 2024 in Review

Blue Trust Inc sold out of Forward Air (FWRD) in Q4 2024, closing a stake of 113 shares — an estimated $2.15K sold.

Blue Trust Inc first reported a position in FWRD in Q1 2023 and held it in 6 quarters. The position peaked at $6K in Q3 2023. 210 funds tracked by Wall St. Rank hold FWRD as of Q4 2024.

  • Blue Trust Inc reported no remaining Forward Air position as of Q4 2024 after selling out during the quarter.
  • Blue Trust Inc sold 113 Forward Air shares in Q4 2024, an estimated $2.15K.
  • Blue Trust Inc first reported a position in Forward Air in Q1 2023 and held it in 6 quarters.
  • Blue Trust Inc's Forward Air position peaked at $6K in Q3 2023.
  • 210 funds tracked by Wall St. Rank held Forward Air as of Q4 2024.

Based on Blue Trust Inc's 13F filing for Q4 2024, filed 22 Jan 2025.