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FWRD icon

CSM Advisors’s Forward Air FWRD Stock Holding History

CSM Advisors’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
2022
Q1 		– Sell
-13,580
Closed -$1.64M – 136
2021
Q4 		$1.64M Hold
13,580
– – 0.11% 88
2021
Q3 		$1.13M Hold
13,580
– – 0.08% 95
2021
Q2 		$1.22M Sell
13,580
-2,300
-14% -$212K 0.08% 96
2021
Q1 		$1.41M Buy
+15,880
New +$1.33M 0.2% 64

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
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

CSM Advisors's FWRD Position: Q1 2022 in Review

CSM Advisors sold out of Forward Air (FWRD) in Q1 2022, closing a stake of 13,580 shares — an estimated $1.64M sold.

CSM Advisors first reported a position in FWRD in Q1 2021 and held it in 4 quarters. The position peaked at $1.64M in Q4 2021. 246 funds tracked by Wall St. Rank hold FWRD as of Q1 2022.

  • CSM Advisors reported no remaining Forward Air position as of Q1 2022 after selling out during the quarter.
  • CSM Advisors sold 13,580 Forward Air shares in Q1 2022, an estimated $1.64M.
  • CSM Advisors first reported a position in Forward Air in Q1 2021 and held it in 4 quarters.
  • CSM Advisors's Forward Air position peaked at $1.64M in Q4 2021.
  • 246 funds tracked by Wall St. Rank held Forward Air as of Q1 2022.

Based on CSM Advisors's 13F filing for Q1 2022, filed 16 May 2022.