KFP
FWRD icon

KB Financial Partners’s Forward Air FWRD Stock Holding History

KB Financial Partners’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
2023
Q3 		$5K Hold
69
– – ﹤0.01% 426
2023
Q2 		$7K Hold
69
– – ﹤0.01% 411
2023
Q1 		$7K Buy
69
+10
+17% +$1.05K ﹤0.01% 400
2022
Q4 		$6K Sell
59
-14
-19% -$1.47K ﹤0.01% 404
2022
Q3 		$7K Hold
73
– – ﹤0.01% 390
2022
Q2 		$7K Sell
73
-50
-41% -$4.63K ﹤0.01% 385
2022
Q1 		$12K Hold
123
– – ﹤0.01% 394
2021
Q4 		$15K Buy
+123
New +$12.6K ﹤0.01% 397
2021
Q3 		– Sell
-123
Closed -$11K – 318
2021
Q2 		$11K Sell
123
-28
-19% -$2.58K ﹤0.01% 395
2021
Q1 		$13K Buy
+151
New +$12.6K 0.01% 410

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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

KB Financial Partners's FWRD Position: Q3 2023 in Review

KB Financial Partners held its Forward Air (FWRD) position steady in Q3 2023 at 69 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #426.

KB Financial Partners first reported a position in FWRD in Q1 2021 and has held it in 10 quarters since. The position peaked at $15K in Q4 2021. 251 funds tracked by Wall St. Rank hold FWRD as of Q3 2023.

  • KB Financial Partners held 69 shares of Forward Air worth $5K as of Q3 2023.
  • KB Financial Partners left its Forward Air share count unchanged in Q3 2023.
  • Forward Air made up ﹤0.01% of KB Financial Partners's portfolio in Q3 2023, its #426 holding.
  • KB Financial Partners first reported a position in Forward Air in Q1 2021 and has held it in 10 quarters since.
  • KB Financial Partners's Forward Air position peaked at $15K in Q4 2021.
  • 251 funds tracked by Wall St. Rank held Forward Air as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.