CAS
FWRD icon

Coppell Advisory Solutions’s Forward Air FWRD Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-1,214
Closed -$39.9K – 906
2024
Q4 		$39.9K Hold
1,214
– – 0.01% 658
2024
Q3 		$43K Hold
1,214
– – 0.01% 598
2024
Q2 		$23.1K Buy
+1,214
New +$25.1K ﹤0.01% 722
2023
Q4 		– Sell
-194
Closed -$20.3K – 1786
2023
Q3 		$20.3K Buy
+194
New +$17.1K 0.01% 493
2023
Q1 		– Sell
-194
Closed -$20.3K – 540
2022
Q4 		$20.3K Buy
+194
New +$20.4K 0.01% 501

Other funds holding FWRD

CCG
Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LC
Littlejohn & Co Greenwich, Connecticut $106M AUM 7.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RPM
Ridgemont Partners Management Charlotte, North Carolina $49.7M AUM 26.51% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
ICM
Irenic Capital Management New York $1.54B AUM 12.79% 1-Year Est. Return
PA
Paralel Advisors Denver, Colorado $2.41B AUM 9.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Coppell Advisory Solutions's FWRD Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Forward Air (FWRD) in Q1 2025, closing a stake of 1,214 shares — an estimated $39.9K sold.

Coppell Advisory Solutions first reported a position in FWRD in Q4 2022 and held it in 5 quarters. The position peaked at $43K in Q3 2024. 194 funds tracked by Wall St. Rank hold FWRD as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Forward Air position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 1,214 Forward Air shares in Q1 2025, an estimated $39.9K.
  • Coppell Advisory Solutions first reported a position in Forward Air in Q4 2022 and held it in 5 quarters.
  • Coppell Advisory Solutions's Forward Air position peaked at $43K in Q3 2024.
  • 194 funds tracked by Wall St. Rank held Forward Air as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.