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JFS Wealth Advisors’s Forward Air FWRD Stock Holding History

JFS Wealth 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
2024
Q1 		– Sell
-17
Closed -$1.07K – 2013
2023
Q4 		$1.07K Buy
17
+15
+750% +$1.01K ﹤0.01% 1645
2023
Q3 		$138 Sell
2
-16
-89% -$1.41K ﹤0.01% 1888
2023
Q2 		$1.91K Sell
18
-3
-14% -$307 ﹤0.01% 1397
2023
Q1 		$2.26K Buy
21
+2
+11% +$210 ﹤0.01% 1311
2022
Q4 		$1.99K Hold
19
– – ﹤0.01% 1373
2022
Q3 		$2K Sell
19
-7
-27% -$687 ﹤0.01% 1322
2022
Q2 		$2K Buy
26
+14
+117% +$1.3K ﹤0.01% 1323
2022
Q1 		$1K Buy
12
+5
+71% +$527 ﹤0.01% 1639
2021
Q4 		$1K Buy
+7
New +$716 ﹤0.01% 1364

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCG
Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $303B AUM 30.15% 1-Year Est. Return

JFS Wealth Advisors's FWRD Position: Q1 2024 in Review

JFS Wealth Advisors sold out of Forward Air (FWRD) in Q1 2024, closing a stake of 17 shares — an estimated $1.07K sold.

JFS Wealth Advisors first reported a position in FWRD in Q4 2021 and held it in 9 quarters. The position peaked at $2.26K in Q1 2023. 225 funds tracked by Wall St. Rank hold FWRD as of Q1 2024.

  • JFS Wealth Advisors reported no remaining Forward Air position as of Q1 2024 after selling out during the quarter.
  • JFS Wealth Advisors sold 17 Forward Air shares in Q1 2024, an estimated $1.07K.
  • JFS Wealth Advisors first reported a position in Forward Air in Q4 2021 and held it in 9 quarters.
  • JFS Wealth Advisors's Forward Air position peaked at $2.26K in Q1 2023.
  • 225 funds tracked by Wall St. Rank held Forward Air as of Q1 2024.

Based on JFS Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.