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Coppell Advisory Solutions Corp’s Forward Air FWRD Stock Holding History

Coppell Advisory Solutions Corp’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
Q1 		– Sell
-194
Closed -$20.3K – 540
2022
Q4 		$20.3K Buy
+194
New +$20.4K 0.01% 501

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Morgan Stanley
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Dimensional Fund Advisors
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Coppell Advisory Solutions Corp's FWRD Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of Forward Air (FWRD) in Q1 2023, closing a stake of 194 shares — an estimated $20.3K sold.

Coppell Advisory Solutions Corp first reported a position in FWRD in Q4 2022 and held it in 1 quarter. The position peaked at $20.3K in Q4 2022. 257 funds tracked by Wall St. Rank hold FWRD as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining Forward Air position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 194 Forward Air shares in Q1 2023, an estimated $20.3K.
  • Coppell Advisory Solutions Corp first reported a position in Forward Air in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's Forward Air position peaked at $20.3K in Q4 2022.
  • 257 funds tracked by Wall St. Rank held Forward Air as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.