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Financial Management Professionals’s Forward Air FWRD Stock Holding History

Financial Management Professionals’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
-491
Closed -$48K – 1000
2022
Q1 		$48K Hold
491
– – 0.01% 240
2021
Q4 		$59K Buy
+491
New +$50.2K 0.01% 233

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
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Financial Management Professionals's FWRD Position: Q2 2022 in Review

Financial Management Professionals sold out of Forward Air (FWRD) in Q2 2022, closing a stake of 491 shares — an estimated $48K sold.

Financial Management Professionals first reported a position in FWRD in Q4 2021 and held it in 2 quarters. The position peaked at $59K in Q4 2021. 246 funds tracked by Wall St. Rank hold FWRD as of Q2 2022.

  • Financial Management Professionals reported no remaining Forward Air position as of Q2 2022 after selling out during the quarter.
  • Financial Management Professionals sold 491 Forward Air shares in Q2 2022, an estimated $48K.
  • Financial Management Professionals first reported a position in Forward Air in Q4 2021 and held it in 2 quarters.
  • Financial Management Professionals's Forward Air position peaked at $59K in Q4 2021.
  • 246 funds tracked by Wall St. Rank held Forward Air as of Q2 2022.

Based on Financial Management Professionals's 13F filing for Q2 2022, filed 12 Jul 2022.