Dakota Wealth Management’s Forward Air FWRD Stock Holding History

Dakota Wealth 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 Q2	–	Sell	-1,907	Closed	-$205K	–	656
2023 Q1	$205K	Buy	+1,907	New	+$200K	0.01%	561

Other funds holding FWRD

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

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

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

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

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

Dakota Wealth Management's FWRD Position: Q2 2023 in Review

Dakota Wealth Management sold out of Forward Air (FWRD) in Q2 2023, closing a stake of 1,907 shares — an estimated $205K sold.

Dakota Wealth Management first reported a position in FWRD in Q1 2023 and held it in 1 quarter. The position peaked at $205K in Q1 2023. 245 funds tracked by Wall St. Rank hold FWRD as of Q2 2023.

Dakota Wealth Management reported no remaining Forward Air position as of Q2 2023 after selling out during the quarter.
Dakota Wealth Management sold 1,907 Forward Air shares in Q2 2023, an estimated $205K.
Dakota Wealth Management first reported a position in Forward Air in Q1 2023 and held it in 1 quarter.
Dakota Wealth Management's Forward Air position peaked at $205K in Q1 2023.
245 funds tracked by Wall St. Rank held Forward Air as of Q2 2023.

Based on Dakota Wealth Management's 13F filing for Q2 2023, filed 31 Jul 2023.