GRP
FWRD icon

Global Retirement Partners’s Forward Air FWRD Stock Holding History

Global Retirement Partners’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
2024
Q2 		– Sell
-22
Closed -$684 – 3581
2024
Q1 		$684 Hold
22
– – ﹤0.01% 3060
2023
Q4 		$1.18K Buy
22
+20
+1,000% +$1.35K ﹤0.01% 2847
2023
Q3 		$142 Sell
2
-14
-88% -$1.23K ﹤0.01% 3145
2023
Q2 		$1.7K Sell
16
-3
-16% -$307 ﹤0.01% 2602
2023
Q1 		$1.88K Hold
19
– – ﹤0.01% 2527
2022
Q4 		$1.99K Hold
19
– – ﹤0.01% 2367
2022
Q3 		$2K Buy
19
+4
+27% +$393 ﹤0.01% 2238
2022
Q2 		$1K Buy
15
+2
+15% +$185 ﹤0.01% 2436
2022
Q1 		$1K Buy
+13
New +$1.37K ﹤0.01% 2392

Other funds holding FWRD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCG
Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LC
Littlejohn & Co Greenwich, Connecticut $106M AUM 7.38% 1-Year Est. Return
RPM
Ridgemont Partners Management Charlotte, North Carolina $49.7M AUM 26.51% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ICM
Irenic Capital Management New York $1.54B AUM 12.79% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return

Global Retirement Partners's FWRD Position: Q2 2024 in Review

Global Retirement Partners sold out of Forward Air (FWRD) in Q2 2024, closing a stake of 22 shares — an estimated $684 sold.

Global Retirement Partners first reported a position in FWRD in Q1 2022 and held it in 9 quarters. The position peaked at $2K in Q3 2022. 191 funds tracked by Wall St. Rank hold FWRD as of Q2 2024.

  • Global Retirement Partners reported no remaining Forward Air position as of Q2 2024 after selling out during the quarter.
  • Global Retirement Partners sold 22 Forward Air shares in Q2 2024, an estimated $684.
  • Global Retirement Partners first reported a position in Forward Air in Q1 2022 and held it in 9 quarters.
  • Global Retirement Partners's Forward Air position peaked at $2K in Q3 2022.
  • 191 funds tracked by Wall St. Rank held Forward Air as of Q2 2024.

Based on Global Retirement Partners's 13F filing for Q2 2024, filed 23 Jul 2024.