IronBridge Private Wealth’s Forward Air FWRD Stock Holding History

IronBridge Private Wealth’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 Q1	–	Sell	-131	Closed	-$16K	–	131
2021 Q4	$16K	Hold	131	–	–	0.01%	151
2021 Q3	$11K	Hold	131	–	–	0.01%	138
2021 Q2	$12K	Hold	131	–	–	0.01%	140
2021 Q1	$12K	Hold	131	–	–	0.01%	136
2020 Q4	$10K	Buy	+131	New	+$9.09K	0.01%	145

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

SAM

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

IronBridge Private Wealth's FWRD Position: Q1 2022 in Review

IronBridge Private Wealth sold out of Forward Air (FWRD) in Q1 2022, closing a stake of 131 shares — an estimated $16K sold.

IronBridge Private Wealth first reported a position in FWRD in Q4 2020 and held it in 5 quarters. The position peaked at $16K in Q4 2021. 246 funds tracked by Wall St. Rank hold FWRD as of Q1 2022.

IronBridge Private Wealth reported no remaining Forward Air position as of Q1 2022 after selling out during the quarter.
IronBridge Private Wealth sold 131 Forward Air shares in Q1 2022, an estimated $16K.
IronBridge Private Wealth first reported a position in Forward Air in Q4 2020 and held it in 5 quarters.
IronBridge Private Wealth's Forward Air position peaked at $16K in Q4 2021.
246 funds tracked by Wall St. Rank held Forward Air as of Q1 2022.

Based on IronBridge Private Wealth's 13F filing for Q1 2022, filed 16 May 2022.