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FWRD icon

JOYN Advisors’s Forward Air FWRD Stock Holding History

JOYN 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
2019
Q1 		– Sell
-25
Closed -$1K – 590
2018
Q4 		$1K Sell
25
-2
-7% -$123 ﹤0.01% 1622
2018
Q3 		$2K Buy
27
+2
+8% +$127 ﹤0.01% 1456
2018
Q2 		$1K Buy
25
+20
+400% +$1.15K ﹤0.01% 1572
2018
Q1 		$0 Buy
+5
New +$285 ﹤0.01% 1345

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
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

JOYN Advisors's FWRD Position: Q1 2019 in Review

JOYN Advisors sold out of Forward Air (FWRD) in Q1 2019, closing a stake of 25 shares — an estimated $1K sold.

JOYN Advisors first reported a position in FWRD in Q1 2018 and held it in 4 quarters. The position peaked at $2K in Q3 2018. 232 funds tracked by Wall St. Rank hold FWRD as of Q1 2019.

  • JOYN Advisors reported no remaining Forward Air position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 25 Forward Air shares in Q1 2019, an estimated $1K.
  • JOYN Advisors first reported a position in Forward Air in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Forward Air position peaked at $2K in Q3 2018.
  • 232 funds tracked by Wall St. Rank held Forward Air as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.