HighTower Advisors’s Forward Air FWRD Stock Holding History

HighTower Advisors’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	-2,212	Closed	-$232K	–	3641
2023 Q2	$232K	Buy	+2,212	New	+$226K	﹤0.01%	2757
2023 Q1	–	Sell	-2,121	Closed	-$225K	–	3516
2022 Q4	$225K	Buy	+2,121	New	+$223K	﹤0.01%	2679
2020 Q3	–	Sell	-7,731	Closed	-$378K	–	2595
2020 Q2	$378K	Buy	7,731 +17	+0.2%	+$834	﹤0.01%	1603
2020 Q1	$396K	Sell	7,714 -172	-2%	-$10.5K	﹤0.01%	1431
2019 Q4	$554K	Hold	7,886	–	–	﹤0.01%	1400
2019 Q3	$498K	Sell	7,886 -286	-3%	-$17.5K	﹤0.01%	1520
2019 Q2	$485K	Buy	8,172 +980	+14%	+$60.3K	﹤0.01%	1524
2019 Q1	$464K	Buy	7,192 +53	+0.7%	+$3.25K	﹤0.01%	1494
2018 Q4	$390K	Buy	+7,139	New	+$439K	﹤0.01%	1476

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

SAM

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

HighTower Advisors's FWRD Position: Q3 2023 in Review

HighTower Advisors sold out of Forward Air (FWRD) in Q3 2023, closing a stake of 2,212 shares — an estimated $232K sold.

HighTower Advisors first reported a position in FWRD in Q4 2018 and held it in 9 quarters. The position peaked at $554K in Q4 2019. 251 funds tracked by Wall St. Rank hold FWRD as of Q3 2023.

HighTower Advisors reported no remaining Forward Air position as of Q3 2023 after selling out during the quarter.
HighTower Advisors sold 2,212 Forward Air shares in Q3 2023, an estimated $232K.
HighTower Advisors first reported a position in Forward Air in Q4 2018 and held it in 9 quarters.
HighTower Advisors's Forward Air position peaked at $554K in Q4 2019.
251 funds tracked by Wall St. Rank held Forward Air as of Q3 2023.

Based on HighTower Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.