Harvest Group Wealth Management’s Forward Air FWRD Stock Holding History

Harvest Group Wealth Management’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
2020 Q1	–	Sell	-57	Closed	-$3K	–	668
2019 Q4	$3K	Hold	57	–	–	﹤0.01%	494
2019 Q3	$4K	Hold	57	–	–	﹤0.01%	467
2019 Q2	$3K	Hold	57	–	–	﹤0.01%	444
2019 Q1	$4K	Buy	+57	New	+$3.49K	﹤0.01%	425

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

ACH

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Harvest Group Wealth Management's FWRD Position: Q1 2020 in Review

Harvest Group Wealth Management sold out of Forward Air (FWRD) in Q1 2020, closing a stake of 57 shares — an estimated $3K sold.

Harvest Group Wealth Management first reported a position in FWRD in Q1 2019 and held it in 4 quarters. The position peaked at $4K in Q3 2019. 216 funds tracked by Wall St. Rank hold FWRD as of Q1 2020.

Harvest Group Wealth Management reported no remaining Forward Air position as of Q1 2020 after selling out during the quarter.
Harvest Group Wealth Management sold 57 Forward Air shares in Q1 2020, an estimated $3K.
Harvest Group Wealth Management first reported a position in Forward Air in Q1 2019 and held it in 4 quarters.
Harvest Group Wealth Management's Forward Air position peaked at $4K in Q3 2019.
216 funds tracked by Wall St. Rank held Forward Air as of Q1 2020.

Based on Harvest Group Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.