Donoghue Forlines’s Forward Air FWRD Stock Holding History

Donoghue Forlines’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
2024 Q1	–	Sell	-4,639	Closed	-$292K	–	243
2023 Q4	$292K	Buy	4,639 +724	+18%	+$48.7K	0.09%	194
2023 Q3	$269K	Buy	+3,915	New	+$345K	0.1%	204

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

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

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

CCG

Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

RPM

Ridgemont Partners Management Charlotte, North Carolina $49.7M AUM 26.51% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Donoghue Forlines's FWRD Position: Q1 2024 in Review

Donoghue Forlines sold out of Forward Air (FWRD) in Q1 2024, closing a stake of 4,639 shares — an estimated $292K sold.

Donoghue Forlines first reported a position in FWRD in Q3 2023 and held it in 2 quarters. The position peaked at $292K in Q4 2023. 225 funds tracked by Wall St. Rank hold FWRD as of Q1 2024.

Donoghue Forlines reported no remaining Forward Air position as of Q1 2024 after selling out during the quarter.
Donoghue Forlines sold 4,639 Forward Air shares in Q1 2024, an estimated $292K.
Donoghue Forlines first reported a position in Forward Air in Q3 2023 and held it in 2 quarters.
Donoghue Forlines's Forward Air position peaked at $292K in Q4 2023.
225 funds tracked by Wall St. Rank held Forward Air as of Q1 2024.

Based on Donoghue Forlines's 13F filing for Q1 2024, filed 7 May 2024.