Contravisory Investment Management’s Forward Air FWRD Stock Holding History

Contravisory Investment 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 Q4	–	Sell	-146	Closed	-$10K	–	383
2023 Q3	$10K	Hold	146	–	–	﹤0.01%	277
2023 Q2	$15.5K	Hold	146	–	–	﹤0.01%	252
2023 Q1	$15.7K	Buy	146 +97	+198%	+$10.2K	﹤0.01%	260
2022 Q4	$5.14K	Hold	49	–	–	﹤0.01%	286
2022 Q3	$4K	Hold	49	–	–	﹤0.01%	295
2022 Q2	$5K	Hold	49	–	–	﹤0.01%	281
2022 Q1	$5K	Buy	+49	New	+$5.16K	﹤0.01%	298

Other funds holding FWRD

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Contravisory Investment Management's FWRD Position: Q4 2023 in Review

Contravisory Investment Management sold out of Forward Air (FWRD) in Q4 2023, closing a stake of 146 shares — an estimated $10K sold.

Contravisory Investment Management first reported a position in FWRD in Q1 2022 and held it in 7 quarters. The position peaked at $15.7K in Q1 2023. 264 funds tracked by Wall St. Rank hold FWRD as of Q4 2023.

Contravisory Investment Management reported no remaining Forward Air position as of Q4 2023 after selling out during the quarter.
Contravisory Investment Management sold 146 Forward Air shares in Q4 2023, an estimated $10K.
Contravisory Investment Management first reported a position in Forward Air in Q1 2022 and held it in 7 quarters.
Contravisory Investment Management's Forward Air position peaked at $15.7K in Q1 2023.
264 funds tracked by Wall St. Rank held Forward Air as of Q4 2023.

Based on Contravisory Investment Management's 13F filing for Q4 2023, filed 11 Jan 2024.