CJ
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Caitlin John’s Forward Air FWRD Stock Holding History

Caitlin John’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
Q1 		– Sell
-1
Closed -$63 – 908
2023
Q4 		$63 Buy
+1
New +$67 ﹤0.01% 877

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCG
Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RPM
Ridgemont Partners Management Charlotte, North Carolina $49.7M AUM 26.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Caitlin John's FWRD Position: Q1 2024 in Review

Caitlin John sold out of Forward Air (FWRD) in Q1 2024, closing a stake of 1 share — an estimated $63 sold.

Caitlin John first reported a position in FWRD in Q4 2023 and held it in 1 quarter. The position peaked at $63 in Q4 2023. 225 funds tracked by Wall St. Rank hold FWRD as of Q1 2024.

  • Caitlin John reported no remaining Forward Air position as of Q1 2024 after selling out during the quarter.
  • Caitlin John sold 1 Forward Air share in Q1 2024, an estimated $63.
  • Caitlin John first reported a position in Forward Air in Q4 2023 and held it in 1 quarter.
  • Caitlin John's Forward Air position peaked at $63 in Q4 2023.
  • 225 funds tracked by Wall St. Rank held Forward Air as of Q1 2024.

Based on Caitlin John's 13F filing for Q1 2024, filed 27 Jan 2025.