JB Capital’s Forward Air FWRD Stock Holding History

JB Capital’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	-5,069	Closed	-$614K	–	244
2021 Q4	$614K	Buy	5,069 +1,318	+35%	+$135K	0.06%	152
2021 Q3	$311K	Buy	+3,751	New	+$328K	0.04%	229

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

JB Capital's FWRD Position: Q1 2022 in Review

JB Capital sold out of Forward Air (FWRD) in Q1 2022, closing a stake of 5,069 shares — an estimated $614K sold.

JB Capital first reported a position in FWRD in Q3 2021 and held it in 2 quarters. The position peaked at $614K in Q4 2021. 246 funds tracked by Wall St. Rank hold FWRD as of Q1 2022.

JB Capital reported no remaining Forward Air position as of Q1 2022 after selling out during the quarter.
JB Capital sold 5,069 Forward Air shares in Q1 2022, an estimated $614K.
JB Capital first reported a position in Forward Air in Q3 2021 and held it in 2 quarters.
JB Capital's Forward Air position peaked at $614K in Q4 2021.
246 funds tracked by Wall St. Rank held Forward Air as of Q1 2022.

Based on JB Capital's 13F filing for Q1 2022, filed 19 Apr 2022.