Globeflex Capital’s Forward Air FWRD Stock Holding History

Globeflex Capital’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 Q1	–	Sell	-37	Closed	-$3.88K	–	486
2022 Q4	$3.88K	Hold	37	–	–	﹤0.01%	447
2022 Q3	$3K	Hold	37	–	–	﹤0.01%	458
2022 Q2	$3K	Hold	37	–	–	﹤0.01%	446
2022 Q1	$4K	Hold	37	–	–	﹤0.01%	439
2021 Q4	$4K	Hold	37	–	–	﹤0.01%	429
2021 Q3	$3K	Sell	37 -14,093	-100%	-$1.23M	﹤0.01%	429
2021 Q2	$1.27M	Buy	14,130 +37	+0.3%	+$3.41K	0.23%	159
2021 Q1	$1.25M	Hold	14,093	–	–	0.23%	147
2020 Q4	$1.08M	Hold	14,093	–	–	0.23%	150
2020 Q3	$809K	Sell	14,093 -773	-5%	-$42.4K	0.21%	167
2020 Q2	$741K	Buy	14,866 +21	+0.1%	+$1.03K	0.19%	196
2020 Q1	$752K	Sell	14,845 -1,211	-8%	-$73.6K	0.23%	152
2019 Q4	$1.12M	Sell	16,056 -714	-4%	-$48.4K	0.21%	160
2019 Q3	$1.07M	Hold	16,770	–	–	0.23%	139
2019 Q2	$992K	Sell	16,770 -15	-0.1%	-$923	0.21%	159
2019 Q1	$1.09M	Sell	16,785 -504	-3%	-$30.9K	0.23%	142
2018 Q4	$948K	Sell	17,289 -52	-0.3%	-$3.2K	0.23%	148
2018 Q3	$1.24M	Buy	17,341 +41	+0.2%	+$2.61K	0.24%	132
2018 Q2	$1.02M	Hold	17,300	–	–	0.21%	166
2018 Q1	$914K	Buy	+17,300	New	+$985K	0.19%	191

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Globeflex Capital's FWRD Position: Q1 2023 in Review

Globeflex Capital sold out of Forward Air (FWRD) in Q1 2023, closing a stake of 37 shares — an estimated $3.88K sold.

Globeflex Capital first reported a position in FWRD in Q1 2018 and held it in 20 quarters. The position peaked at $1.27M in Q2 2021. 257 funds tracked by Wall St. Rank hold FWRD as of Q1 2023.

Globeflex Capital reported no remaining Forward Air position as of Q1 2023 after selling out during the quarter.
Globeflex Capital sold 37 Forward Air shares in Q1 2023, an estimated $3.88K.
Globeflex Capital first reported a position in Forward Air in Q1 2018 and held it in 20 quarters.
Globeflex Capital's Forward Air position peaked at $1.27M in Q2 2021.
257 funds tracked by Wall St. Rank held Forward Air as of Q1 2023.

Based on Globeflex Capital's 13F filing for Q1 2023, filed 12 May 2023.