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Fort Washington Investment Advisors’s Forward Air FWRD Stock Holding History

Fort Washington Investment 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
2023
Q2 		– Sell
-126,178
Closed -$13.6M – 386
2023
Q1 		$13.6M Buy
126,178
+24,786
+24% +$2.6M 0.1% 165
2022
Q4 		$10.6M Sell
101,392
-40,200
-28% -$4.22M 0.08% 198
2022
Q3 		$12.8M Buy
141,592
+32,150
+29% +$3.16M 0.11% 156
2022
Q2 		$10.1M Sell
109,442
-37,302
-25% -$3.46M 0.08% 194
2022
Q1 		$14.3M Buy
146,744
+33,080
+29% +$3.48M 0.09% 165
2021
Q4 		$13.8M Sell
113,664
-28,588
-20% -$2.93M 0.08% 169
2021
Q3 		$11.8M Buy
142,252
+27,046
+23% +$2.37M 0.08% 186
2021
Q2 		$10.3M Sell
115,206
-15,750
-12% -$1.45M 0.09% 200
2021
Q1 		$11.6M Sell
130,956
-1,502
-1% -$126K 0.11% 152
2020
Q4 		$10.2M Buy
+132,458
New +$9.19M 0.11% 162
2013
Q4 		– Sell
-35,242
Closed -$1.42M – 480
2013
Q3 		$1.42M Sell
35,242
-130,043
-79% -$4.96M 0.03% 301
2013
Q2 		$6.33M Buy
+165,285
New +$6.27M 0.15% 165

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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fort Washington Investment Advisors's FWRD Position: Q2 2023 in Review

Fort Washington Investment Advisors sold out of Forward Air (FWRD) in Q2 2023, closing a stake of 126,178 shares — an estimated $13.6M sold.

Fort Washington Investment Advisors first reported a position in FWRD in Q2 2013 and held it in 12 quarters. The position peaked at $14.3M in Q1 2022. 245 funds tracked by Wall St. Rank hold FWRD as of Q2 2023.

  • Fort Washington Investment Advisors reported no remaining Forward Air position as of Q2 2023 after selling out during the quarter.
  • Fort Washington Investment Advisors sold 126,178 Forward Air shares in Q2 2023, an estimated $13.6M.
  • Fort Washington Investment Advisors first reported a position in Forward Air in Q2 2013 and held it in 12 quarters.
  • Fort Washington Investment Advisors's Forward Air position peaked at $14.3M in Q1 2022.
  • 245 funds tracked by Wall St. Rank held Forward Air as of Q2 2023.

Based on Fort Washington Investment Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.