DI
FWRD icon

Disciplined Investments’s Forward Air FWRD Stock Holding History

Disciplined Investments’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
-5
Closed -$531 – 650
2023
Q2 		$531 Sell
5
-1
-17% -$102 ﹤0.01% 1210
2023
Q1 		$647 Hold
6
– – ﹤0.01% 1151
2022
Q4 		$629 Hold
6
– – ﹤0.01% 1101
2022
Q3 		$1K Buy
6
+1
+20% +$98 ﹤0.01% 917
2022
Q2 		$0 Hold
5
– – ﹤0.01% 1388
2022
Q1 		$0 Buy
+5
New +$527 ﹤0.01% 1433

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

Disciplined Investments's FWRD Position: Q3 2023 in Review

Disciplined Investments sold out of Forward Air (FWRD) in Q3 2023, closing a stake of 5 shares — an estimated $531 sold.

Disciplined Investments first reported a position in FWRD in Q1 2022 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 251 funds tracked by Wall St. Rank hold FWRD as of Q3 2023.

  • Disciplined Investments reported no remaining Forward Air position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 5 Forward Air shares in Q3 2023, an estimated $531.
  • Disciplined Investments first reported a position in Forward Air in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Forward Air position peaked at $1K in Q3 2022.
  • 251 funds tracked by Wall St. Rank held Forward Air as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.