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Heritage Wealth Management (Arizona)’s Forward Air FWRD Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$689K Buy
6,571
+3,622
+123% +$380K 0.1% 146
2022
Q3 		$266K Buy
2,949
+79
+3% +$7.75K 0.09% 174
2022
Q2 		$264K Buy
2,870
+280
+11% +$26K 0.09% 177
2022
Q1 		$253K Buy
+2,590
New +$273K 0.07% 223
2021
Q3 		$132K Buy
1,586
+239
+18% +$20.9K 0.05% 291
2021
Q2 		$121K Buy
1,347
+534
+66% +$49.2K 0.05% 307
2021
Q1 		$72K Buy
+813
New +$68.1K 0.04% 306

Other funds holding FWRD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s FWRD Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Forward Air (FWRD) stake by 123% in Q4 2022, buying an estimated $380K and bringing the position to 6,571 shares worth $689K. The position accounts for 0.1% of the portfolio, ranked #146.

Heritage Wealth Management (Arizona) first reported a position in FWRD in Q1 2021 and has held it in 7 quarters since. 275 funds tracked by Wall St. Rank hold FWRD as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 6,571 shares of Forward Air worth $689K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 3,622 Forward Air shares in Q4 2022, an estimated $380K.
  • Forward Air made up 0.1% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #146 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Forward Air in Q1 2021 and has held it in 7 quarters since.
  • 275 funds tracked by Wall St. Rank held Forward Air as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.