IP
FWRD icon

Interval Partners’s Forward Air FWRD Stock Holding History

Interval 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
2024
Q1 		– Sell
-12,282
Closed -$772K – 325
2023
Q4 		$772K Buy
+12,282
New +$827K 0.02% 264
2015
Q3 		– Sell
-294,450
Closed -$15.4M – 155
2015
Q2 		$15.4M Buy
294,450
+264,450
+882% +$13.9M 1.65% 18
2015
Q1 		$1.63M Buy
+30,000
New +$1.53M 0.2% 90

Other funds holding FWRD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCG
Clearlake Capital Group Santa Monica, California $529M AUM 50.26% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
RPM
Ridgemont Partners Management Charlotte, North Carolina $49.7M AUM 26.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Interval Partners's FWRD Position: Q1 2024 in Review

Interval Partners sold out of Forward Air (FWRD) in Q1 2024, closing a stake of 12,282 shares — an estimated $772K sold.

Interval Partners first reported a position in FWRD in Q1 2015 and held it in 3 quarters. The position peaked at $15.4M in Q2 2015. 225 funds tracked by Wall St. Rank hold FWRD as of Q1 2024.

  • Interval Partners reported no remaining Forward Air position as of Q1 2024 after selling out during the quarter.
  • Interval Partners sold 12,282 Forward Air shares in Q1 2024, an estimated $772K.
  • Interval Partners first reported a position in Forward Air in Q1 2015 and held it in 3 quarters.
  • Interval Partners's Forward Air position peaked at $15.4M in Q2 2015.
  • 225 funds tracked by Wall St. Rank held Forward Air as of Q1 2024.

Based on Interval Partners's 13F filing for Q1 2024, filed 15 May 2024.