Cerity Partners’s Forward Air FWRD Stock Holding History

Cerity Partners’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 Q2	–	Sell	-116	Closed	-$641K	–	1759
2023 Q1	$641K	Buy	+116	New	+$12.2K	﹤0.01%	1173

Other funds holding FWRD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cerity Partners's FWRD Position: Q2 2023 in Review

Cerity Partners sold out of Forward Air (FWRD) in Q2 2023, closing a stake of 116 shares — an estimated $641K sold.

Cerity Partners first reported a position in FWRD in Q1 2023 and held it in 1 quarter. The position peaked at $641K in Q1 2023. 245 funds tracked by Wall St. Rank hold FWRD as of Q2 2023.

Cerity Partners reported no remaining Forward Air position as of Q2 2023 after selling out during the quarter.
Cerity Partners sold 116 Forward Air shares in Q2 2023, an estimated $641K.
Cerity Partners first reported a position in Forward Air in Q1 2023 and held it in 1 quarter.
Cerity Partners's Forward Air position peaked at $641K in Q1 2023.
245 funds tracked by Wall St. Rank held Forward Air as of Q2 2023.

Based on Cerity Partners's 13F filing for Q2 2023, filed 14 Aug 2023.