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FWRD icon

FDx Advisors’s Forward Air FWRD Stock Holding History

FDx 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
2018
Q2 		– Sell
-7,633
Closed -$403K – 939
2018
Q1 		$403K Sell
7,633
-5,694
-43% -$324K 0.01% 858
2017
Q4 		$766K Sell
13,327
-205
-2% -$11.7K 0.02% 637
2017
Q3 		$774K Sell
13,532
-600
-4% -$31.7K 0.02% 618
2017
Q2 		$753K Sell
14,132
-934
-6% -$47.7K 0.02% 613
2017
Q1 		$717K Sell
15,066
-36
-0.2% -$1.75K 0.02% 641
2016
Q4 		$716K Sell
15,102
-2,436
-14% -$111K 0.02% 633
2016
Q3 		$759K Sell
17,538
-517
-3% -$23.5K 0.03% 481
2016
Q2 		$804K Sell
18,055
-242
-1% -$10.9K 0.04% 436
2016
Q1 		$829K Sell
18,297
-328
-2% -$13.8K 0.04% 428
2015
Q4 		$801K Sell
18,625
-1,006
-5% -$45.1K 0.04% 412
2015
Q3 		$814K Buy
19,631
+7,268
+59% +$343K 0.07% 305
2015
Q2 		$646K Sell
12,363
-3,537
-22% -$186K 0.03% 488
2015
Q1 		$865K Sell
15,900
-224
-1% -$11.4K 0.02% 665
2014
Q4 		$812K Sell
16,124
-739
-4% -$35.5K 0.05% 379
2014
Q3 		$756K Sell
16,863
-1,262
-7% -$59K 0.05% 418
2014
Q2 		$867K Buy
18,125
+1,298
+8% +$58.2K 0.06% 373
2014
Q1 		$776K Sell
16,827
-171
-1% -$7.56K 0.06% 311
2013
Q4 		$746K Sell
16,998
-247
-1% -$10.3K 0.07% 260
2013
Q3 		$695K Buy
17,245
+86
+0.5% +$3.28K 0.08% 228
2013
Q2 		$657K Buy
+17,159
New +$651K 0.09% 208

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
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

FDx Advisors's FWRD Position: Q2 2018 in Review

FDx Advisors sold out of Forward Air (FWRD) in Q2 2018, closing a stake of 7,633 shares — an estimated $403K sold.

FDx Advisors first reported a position in FWRD in Q2 2013 and held it in 20 quarters. The position peaked at $867K in Q2 2014. 216 funds tracked by Wall St. Rank hold FWRD as of Q2 2018.

  • FDx Advisors reported no remaining Forward Air position as of Q2 2018 after selling out during the quarter.
  • FDx Advisors sold 7,633 Forward Air shares in Q2 2018, an estimated $403K.
  • FDx Advisors first reported a position in Forward Air in Q2 2013 and held it in 20 quarters.
  • FDx Advisors's Forward Air position peaked at $867K in Q2 2014.
  • 216 funds tracked by Wall St. Rank held Forward Air as of Q2 2018.

Based on FDx Advisors's 13F filing for Q2 2018, filed 8 Aug 2018.