EI
FWRD icon

Ellevest Inc’s Forward Air FWRD Stock Holding History

Ellevest Inc’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
Q1 		– Sell
-15
Closed -$1.57K – 1970
2022
Q4 		$1.57K Sell
15
-99
-87% -$10.4K ﹤0.01% 1427
2022
Q3 		$10K Sell
114
-45
-28% -$4.42K ﹤0.01% 992
2022
Q2 		$15K Buy
159
+60
+61% +$5.56K ﹤0.01% 803
2022
Q1 		$10K Buy
+99
New +$10.4K ﹤0.01% 884
2020
Q4 		– Sell
-338
Closed -$19K – 1246
2020
Q3 		$19K Sell
338
-361
-52% -$19.8K ﹤0.01% 527
2020
Q2 		$35K Buy
699
+669
+2,230% +$32.8K 0.01% 407
2020
Q1 		$2K Buy
30
+16
+114% +$972 ﹤0.01% 764
2019
Q4 		$1K Buy
+14
New +$949 ﹤0.01% 773

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ellevest Inc's FWRD Position: Q1 2023 in Review

Ellevest Inc sold out of Forward Air (FWRD) in Q1 2023, closing a stake of 15 shares — an estimated $1.57K sold.

Ellevest Inc first reported a position in FWRD in Q4 2019 and held it in 8 quarters. The position peaked at $35K in Q2 2020. 257 funds tracked by Wall St. Rank hold FWRD as of Q1 2023.

  • Ellevest Inc reported no remaining Forward Air position as of Q1 2023 after selling out during the quarter.
  • Ellevest Inc sold 15 Forward Air shares in Q1 2023, an estimated $1.57K.
  • Ellevest Inc first reported a position in Forward Air in Q4 2019 and held it in 8 quarters.
  • Ellevest Inc's Forward Air position peaked at $35K in Q2 2020.
  • 257 funds tracked by Wall St. Rank held Forward Air as of Q1 2023.

Based on Ellevest Inc's 13F filing for Q1 2023, filed 4 May 2023.