Corient Private Wealth
FWRD icon

Corient Private Wealth’s Forward Air FWRD Stock Holding History

Corient Private Wealth’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
-1,925
Closed -$204K – 2180
2023
Q2 		$204K Sell
1,925
-29
-1% -$2.97K ﹤0.01% 1868
2023
Q1 		$211K Buy
+1,954
New +$205K ﹤0.01% 1780

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

Corient Private Wealth's FWRD Position: Q3 2023 in Review

Corient Private Wealth sold out of Forward Air (FWRD) in Q3 2023, closing a stake of 1,925 shares — an estimated $204K sold.

Corient Private Wealth first reported a position in FWRD in Q1 2023 and held it in 2 quarters. The position peaked at $211K in Q1 2023. 251 funds tracked by Wall St. Rank hold FWRD as of Q3 2023.

  • Corient Private Wealth reported no remaining Forward Air position as of Q3 2023 after selling out during the quarter.
  • Corient Private Wealth sold 1,925 Forward Air shares in Q3 2023, an estimated $204K.
  • Corient Private Wealth first reported a position in Forward Air in Q1 2023 and held it in 2 quarters.
  • Corient Private Wealth's Forward Air position peaked at $211K in Q1 2023.
  • 251 funds tracked by Wall St. Rank held Forward Air as of Q3 2023.

Based on Corient Private Wealth's 13F filing for Q3 2023, filed 3 Nov 2023.