GoalVest Advisory’s Forward Air FWRD Stock Holding History

GoalVest Advisory’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 Q4	–	Sell	-52	Closed	-$3.57K	–	418
2023 Q3	$3.57K	Sell	52 -1	-2%	-$88	﹤0.01%	373
2023 Q2	$5.62K	Buy	+53	New	+$5.42K	﹤0.01%	292

Other funds holding FWRD

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SAM

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GoalVest Advisory's FWRD Position: Q4 2023 in Review

GoalVest Advisory sold out of Forward Air (FWRD) in Q4 2023, closing a stake of 52 shares — an estimated $3.57K sold.

GoalVest Advisory first reported a position in FWRD in Q2 2023 and held it in 2 quarters. The position peaked at $5.62K in Q2 2023. 264 funds tracked by Wall St. Rank hold FWRD as of Q4 2023.

GoalVest Advisory reported no remaining Forward Air position as of Q4 2023 after selling out during the quarter.
GoalVest Advisory sold 52 Forward Air shares in Q4 2023, an estimated $3.57K.
GoalVest Advisory first reported a position in Forward Air in Q2 2023 and held it in 2 quarters.
GoalVest Advisory's Forward Air position peaked at $5.62K in Q2 2023.
264 funds tracked by Wall St. Rank held Forward Air as of Q4 2023.

Based on GoalVest Advisory's 13F filing for Q4 2023, filed 2 Jan 2024.