Fractal Investments’s Forward Air FWRD Stock Holding History

Fractal Investments’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	-3,001	Closed	-$293K	–	87
2022 Q1	$293K	Hold	3,001	–	–	0.09%	87
2021 Q4	$363K	Buy	+3,001	New	+$307K	0.13%	75

Other funds holding FWRD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

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 New York $115B AUM 24.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fractal Investments's FWRD Position: Q2 2022 in Review

Fractal Investments sold out of Forward Air (FWRD) in Q2 2022, closing a stake of 3,001 shares — an estimated $293K sold.

Fractal Investments first reported a position in FWRD in Q4 2021 and held it in 2 quarters. The position peaked at $363K in Q4 2021. 246 funds tracked by Wall St. Rank hold FWRD as of Q2 2022.

Fractal Investments reported no remaining Forward Air position as of Q2 2022 after selling out during the quarter.
Fractal Investments sold 3,001 Forward Air shares in Q2 2022, an estimated $293K.
Fractal Investments first reported a position in Forward Air in Q4 2021 and held it in 2 quarters.
Fractal Investments's Forward Air position peaked at $363K in Q4 2021.
246 funds tracked by Wall St. Rank held Forward Air as of Q2 2022.

Based on Fractal Investments's 13F filing for Q2 2022, filed 19 Jul 2022.