FPS
FWRD icon

Fieldpoint Private Securities’s Forward Air FWRD Stock Holding History

Fieldpoint Private Securities’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
2022
Q2 		– Sell
-15
Closed -$1K – 1566
2022
Q1 		$1K Hold
15
– – ﹤0.01% 1568
2021
Q4 		$2K Hold
15
– – ﹤0.01% 1469
2021
Q3 		$1K Hold
15
– – ﹤0.01% 1566
2021
Q2 		$1K Hold
15
– – ﹤0.01% 1474
2021
Q1 		$1K Hold
15
– – ﹤0.01% 1471
2020
Q4 		$1K Buy
+15
New +$1.04K ﹤0.01% 1401

Other funds holding FWRD

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.4B AUM 42.85% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fieldpoint Private Securities's FWRD Position: Q2 2022 in Review

Fieldpoint Private Securities sold out of Forward Air (FWRD) in Q2 2022, closing a stake of 15 shares — an estimated $1K sold.

Fieldpoint Private Securities first reported a position in FWRD in Q4 2020 and held it in 6 quarters. The position peaked at $2K in Q4 2021. 246 funds tracked by Wall St. Rank hold FWRD as of Q2 2022.

  • Fieldpoint Private Securities reported no remaining Forward Air position as of Q2 2022 after selling out during the quarter.
  • Fieldpoint Private Securities sold 15 Forward Air shares in Q2 2022, an estimated $1K.
  • Fieldpoint Private Securities first reported a position in Forward Air in Q4 2020 and held it in 6 quarters.
  • Fieldpoint Private Securities's Forward Air position peaked at $2K in Q4 2021.
  • 246 funds tracked by Wall St. Rank held Forward Air as of Q2 2022.

Based on Fieldpoint Private Securities's 13F filing for Q2 2022, filed 5 Aug 2022.