ClariVest Asset Management’s Forward Air FWRD Stock Holding History

ClariVest Asset Management’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	-7,654	Closed	-$824K	–	700
2023 Q1	$824K	Sell	7,654 -7,702	-50%	-$809K	0.04%	303
2022 Q4	$1.61M	Sell	15,356 -25	-0.2%	-$2.62K	0.08%	198
2022 Q3	$1.39M	Sell	15,381 -43	-0.3%	-$4.22K	0.07%	220
2022 Q2	$1.42M	Buy	+15,424	New	+$1.43M	0.06%	231

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

ClariVest Asset Management's FWRD Position: Q2 2023 in Review

ClariVest Asset Management sold out of Forward Air (FWRD) in Q2 2023, closing a stake of 7,654 shares — an estimated $824K sold.

ClariVest Asset Management first reported a position in FWRD in Q2 2022 and held it in 4 quarters. The position peaked at $1.61M in Q4 2022. 245 funds tracked by Wall St. Rank hold FWRD as of Q2 2023.

ClariVest Asset Management reported no remaining Forward Air position as of Q2 2023 after selling out during the quarter.
ClariVest Asset Management sold 7,654 Forward Air shares in Q2 2023, an estimated $824K.
ClariVest Asset Management first reported a position in Forward Air in Q2 2022 and held it in 4 quarters.
ClariVest Asset Management's Forward Air position peaked at $1.61M in Q4 2022.
245 funds tracked by Wall St. Rank held Forward Air as of Q2 2023.

Based on ClariVest Asset Management's 13F filing for Q2 2023, filed 14 Aug 2023.