Commonwealth Equity Services
FWRD icon

Commonwealth Equity Services’s Forward Air FWRD Stock Holding History

Commonwealth Equity Services’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
Q3 		– Sell
-2,271
Closed -$241K – 3866
2023
Q2 		$241K Buy
2,271
+14
+0.6% +$1.43K ﹤0.01% 3227
2023
Q1 		$243 Buy
2,257
+64
+3% +$6.72K ﹤0.01% 3144
2022
Q4 		$230K Buy
+2,193
New +$230K ﹤0.01% 3103
2020
Q2 		– Sell
-14,798
Closed -$749K – 2974
2020
Q1 		$749K Buy
+14,798
New +$899K ﹤0.01% 1429
2019
Q4 		– Sell
-4,986
Closed -$317K – 2911
2019
Q3 		$317K Buy
+4,986
New +$305K ﹤0.01% 2189

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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services's FWRD Position: Q3 2023 in Review

Commonwealth Equity Services sold out of Forward Air (FWRD) in Q3 2023, closing a stake of 2,271 shares — an estimated $241K sold.

Commonwealth Equity Services first reported a position in FWRD in Q3 2019 and held it in 5 quarters. The position peaked at $749K in Q1 2020. 251 funds tracked by Wall St. Rank hold FWRD as of Q3 2023.

  • Commonwealth Equity Services reported no remaining Forward Air position as of Q3 2023 after selling out during the quarter.
  • Commonwealth Equity Services sold 2,271 Forward Air shares in Q3 2023, an estimated $241K.
  • Commonwealth Equity Services first reported a position in Forward Air in Q3 2019 and held it in 5 quarters.
  • Commonwealth Equity Services's Forward Air position peaked at $749K in Q1 2020.
  • 251 funds tracked by Wall St. Rank held Forward Air as of Q3 2023.

Based on Commonwealth Equity Services's 13F filing for Q3 2023, filed 23 Oct 2023.