Clearstead Advisors’s Forward Air FWRD Stock Holding History

Clearstead Advisors’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 Q3	–	Sell	-2,000	Closed	-$38.1K	–	2064
2024 Q2	$38.1K	Buy	+2,000	New	+$41.3K	﹤0.01%	1224

Other funds holding FWRD

Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return

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

Ridgemont Partners Management Charlotte, North Carolina $49.7M AUM 26.51% 1-Year Est. Return

Littlejohn & Co Greenwich, Connecticut $106M AUM 7.38% 1-Year Est. Return

Scopus Asset Management New York $5.77B AUM 36.85% 1-Year Est. Return

MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return

Irenic Capital Management New York $1.54B AUM 12.79% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Clearstead Advisors's FWRD Position: Q3 2024 in Review

Clearstead Advisors sold out of Forward Air (FWRD) in Q3 2024, closing a stake of 2,000 shares — an estimated $38.1K sold.

Clearstead Advisors first reported a position in FWRD in Q2 2024 and held it in 1 quarter. The position peaked at $38.1K in Q2 2024. 208 funds tracked by Wall St. Rank hold FWRD as of Q3 2024.

Clearstead Advisors reported no remaining Forward Air position as of Q3 2024 after selling out during the quarter.
Clearstead Advisors sold 2,000 Forward Air shares in Q3 2024, an estimated $38.1K.
Clearstead Advisors first reported a position in Forward Air in Q2 2024 and held it in 1 quarter.
Clearstead Advisors's Forward Air position peaked at $38.1K in Q2 2024.
208 funds tracked by Wall St. Rank held Forward Air as of Q3 2024.

Based on Clearstead Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.