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Hexagon Capital Partners’s Forward Air FWRD Stock Holding History

Hexagon Capital Partners’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
Q3 		– Sell
-12
Closed -$1.27K – 1431
2023
Q2 		$1.27K Sell
12
-1
-8% -$102 ﹤0.01% 1146
2023
Q1 		$1.4K Sell
13
-3
-19% -$315 ﹤0.01% 1134
2022
Q4 		$1.68K Buy
16
+4
+33% +$420 ﹤0.01% 1120
2022
Q3 		$1K Buy
+12
New +$1.18K ﹤0.01% 1200

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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Hexagon Capital Partners's FWRD Position: Q3 2023 in Review

Hexagon Capital Partners sold out of Forward Air (FWRD) in Q3 2023, closing a stake of 12 shares — an estimated $1.27K sold.

Hexagon Capital Partners first reported a position in FWRD in Q3 2022 and held it in 4 quarters. The position peaked at $1.68K in Q4 2022. 251 funds tracked by Wall St. Rank hold FWRD as of Q3 2023.

  • Hexagon Capital Partners reported no remaining Forward Air position as of Q3 2023 after selling out during the quarter.
  • Hexagon Capital Partners sold 12 Forward Air shares in Q3 2023, an estimated $1.27K.
  • Hexagon Capital Partners first reported a position in Forward Air in Q3 2022 and held it in 4 quarters.
  • Hexagon Capital Partners's Forward Air position peaked at $1.68K in Q4 2022.
  • 251 funds tracked by Wall St. Rank held Forward Air as of Q3 2023.

Based on Hexagon Capital Partners's 13F filing for Q3 2023, filed 23 Oct 2023.