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Brinker Capital Investments’s Forward Air FWRD Stock Holding History

Brinker Capital Investments’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
2020
Q4 		– Sell
-4,125
Closed -$237K – 1083
2020
Q3 		$237K Buy
+4,125
New +$226K ﹤0.01% 1068

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SAM
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Brinker Capital Investments's FWRD Position: Q4 2020 in Review

Brinker Capital Investments sold out of Forward Air (FWRD) in Q4 2020, closing a stake of 4,125 shares — an estimated $237K sold.

Brinker Capital Investments first reported a position in FWRD in Q3 2020 and held it in 1 quarter. The position peaked at $237K in Q3 2020. 199 funds tracked by Wall St. Rank hold FWRD as of Q4 2020.

  • Brinker Capital Investments reported no remaining Forward Air position as of Q4 2020 after selling out during the quarter.
  • Brinker Capital Investments sold 4,125 Forward Air shares in Q4 2020, an estimated $237K.
  • Brinker Capital Investments first reported a position in Forward Air in Q3 2020 and held it in 1 quarter.
  • Brinker Capital Investments's Forward Air position peaked at $237K in Q3 2020.
  • 199 funds tracked by Wall St. Rank held Forward Air as of Q4 2020.

Based on Brinker Capital Investments's 13F filing for Q4 2020, filed 16 Feb 2021.