Grove Bank & Trust’s Forward Air FWRD Stock Holding History

Grove Bank & Trust’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	-12	Closed	-$825	–	627
2023 Q3	$825	Buy	+12	New	+$1.06K	﹤0.01%	708

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

Grove Bank & Trust's FWRD Position: Q4 2023 in Review

Grove Bank & Trust sold out of Forward Air (FWRD) in Q4 2023, closing a stake of 12 shares — an estimated $825 sold.

Grove Bank & Trust first reported a position in FWRD in Q3 2023 and held it in 1 quarter. The position peaked at $825 in Q3 2023. 264 funds tracked by Wall St. Rank hold FWRD as of Q4 2023.

Grove Bank & Trust reported no remaining Forward Air position as of Q4 2023 after selling out during the quarter.
Grove Bank & Trust sold 12 Forward Air shares in Q4 2023, an estimated $825.
Grove Bank & Trust first reported a position in Forward Air in Q3 2023 and held it in 1 quarter.
Grove Bank & Trust's Forward Air position peaked at $825 in Q3 2023.
264 funds tracked by Wall St. Rank held Forward Air as of Q4 2023.

Based on Grove Bank & Trust's 13F filing for Q4 2023, filed 30 Jan 2024.