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IndexIQ Advisors’s Forward Air FWRD Stock Holding History

IndexIQ 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
2021
Q1 		– Sell
-4,135
Closed -$318K – 1200
2020
Q4 		$318K Buy
4,135
+427
+12% +$29.6K 0.01% 632
2020
Q3 		$213K Buy
3,708
+200
+6% +$11K 0.01% 594
2020
Q2 		$175K Sell
3,508
-111
-3% -$5.45K 0.01% 710
2020
Q1 		$183K Buy
+3,619
New +$220K 0.01% 608
2019
Q1 		– Sell
-39,757
Closed -$2.18M – 617
2018
Q4 		$2.18M Sell
39,757
-3,248
-8% -$200K 0.06% 204
2018
Q3 		$3.08M Buy
43,005
+1,625
+4% +$103K 0.1% 178
2018
Q2 		$2.44M Buy
41,380
+2,840
+7% +$163K 0.08% 238
2018
Q1 		$2.04M Buy
+38,540
New +$2.2M 0.07% 225

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
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

IndexIQ Advisors's FWRD Position: Q1 2021 in Review

IndexIQ Advisors sold out of Forward Air (FWRD) in Q1 2021, closing a stake of 4,135 shares — an estimated $318K sold.

IndexIQ Advisors first reported a position in FWRD in Q1 2018 and held it in 8 quarters. The position peaked at $3.08M in Q3 2018. 206 funds tracked by Wall St. Rank hold FWRD as of Q1 2021.

  • IndexIQ Advisors reported no remaining Forward Air position as of Q1 2021 after selling out during the quarter.
  • IndexIQ Advisors sold 4,135 Forward Air shares in Q1 2021, an estimated $318K.
  • IndexIQ Advisors first reported a position in Forward Air in Q1 2018 and held it in 8 quarters.
  • IndexIQ Advisors's Forward Air position peaked at $3.08M in Q3 2018.
  • 206 funds tracked by Wall St. Rank held Forward Air as of Q1 2021.

Based on IndexIQ Advisors's 13F filing for Q1 2021, filed 7 May 2021.