Janney Montgomery Scott
FWRD icon

Janney Montgomery Scott’s Forward Air FWRD Stock Holding History

Janney Montgomery Scott’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
Q3 		– Sell
-20,780
Closed -$396K – 2722
2024
Q2 		$396K Buy
20,780
+13,160
+173% +$272K ﹤0.01% 2051
2024
Q1 		$237K Buy
+7,620
New +$319K ﹤0.01% 2476
2023
Q3 		– Sell
-3,463
Closed -$367K – 2650
2023
Q2 		$367K Buy
3,463
+34
+1% +$3.48K ﹤0.01% 2088
2023
Q1 		$370K Sell
3,429
-1,118
-25% -$117K ﹤0.01% 1919
2022
Q4 		$477K Buy
4,547
+1,712
+60% +$180K ﹤0.01% 1801
2022
Q3 		$256K Hold
2,835
– – ﹤0.01% 2116
2022
Q2 		$261K Sell
2,835
-1,884
-40% -$175K ﹤0.01% 1998
2022
Q1 		$461K Sell
4,719
-1,599
-25% -$168K ﹤0.01% 1669
2021
Q4 		$765K Buy
6,318
+507
+9% +$51.9K ﹤0.01% 1485
2021
Q3 		$482K Buy
5,811
+932
+19% +$81.5K ﹤0.01% 1681
2021
Q2 		$438K Buy
4,879
+1,492
+44% +$137K ﹤0.01% 1710
2021
Q1 		$301K Sell
3,387
-8
-0.2% -$670 ﹤0.01% 1853
2020
Q4 		$261K Buy
+3,395
New +$235K ﹤0.01% 1966
2020
Q2 		– Sell
-4,291
Closed -$217K – 2015
2020
Q1 		$217K Buy
+4,291
New +$261K ﹤0.01% 1647

Other funds holding FWRD

CCG
Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return
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
RPM
Ridgemont Partners Management Charlotte, North Carolina $49.7M AUM 26.51% 1-Year Est. Return
LC
Littlejohn & Co Greenwich, Connecticut $106M AUM 7.38% 1-Year Est. Return
SAM
Scopus Asset Management New York $5.77B AUM 36.85% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
ICM
Irenic Capital Management New York $1.54B AUM 12.79% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Janney Montgomery Scott's FWRD Position: Q3 2024 in Review

Janney Montgomery Scott sold out of Forward Air (FWRD) in Q3 2024, closing a stake of 20,780 shares — an estimated $396K sold.

Janney Montgomery Scott first reported a position in FWRD in Q1 2020 and held it in 14 quarters. The position peaked at $765K in Q4 2021. 208 funds tracked by Wall St. Rank hold FWRD as of Q3 2024.

  • Janney Montgomery Scott reported no remaining Forward Air position as of Q3 2024 after selling out during the quarter.
  • Janney Montgomery Scott sold 20,780 Forward Air shares in Q3 2024, an estimated $396K.
  • Janney Montgomery Scott first reported a position in Forward Air in Q1 2020 and held it in 14 quarters.
  • Janney Montgomery Scott's Forward Air position peaked at $765K in Q4 2021.
  • 208 funds tracked by Wall St. Rank held Forward Air as of Q3 2024.

Based on Janney Montgomery Scott's 13F filing for Q3 2024, filed 29 Oct 2024.