KWM
FWRD icon

Keebeck Wealth Management’s Forward Air FWRD Stock Holding History

Keebeck Wealth Management’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
Q2 		– Sell
-34,060
Closed -$1.06M – 270
2024
Q1 		$1.06M Buy
34,060
+7,600
+29% +$318K 0.16% 136
2023
Q4 		$1.66M Buy
+26,460
New +$1.78M 0.27% 99

Other funds holding FWRD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCG
Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LC
Littlejohn & Co Greenwich, Connecticut $106M AUM 7.38% 1-Year Est. Return
RPM
Ridgemont Partners Management Charlotte, North Carolina $49.7M AUM 26.51% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return

Keebeck Wealth Management's FWRD Position: Q2 2024 in Review

Keebeck Wealth Management sold out of Forward Air (FWRD) in Q2 2024, closing a stake of 34,060 shares — an estimated $1.06M sold.

Keebeck Wealth Management first reported a position in FWRD in Q4 2023 and held it in 2 quarters. The position peaked at $1.66M in Q4 2023. 191 funds tracked by Wall St. Rank hold FWRD as of Q2 2024.

  • Keebeck Wealth Management reported no remaining Forward Air position as of Q2 2024 after selling out during the quarter.
  • Keebeck Wealth Management sold 34,060 Forward Air shares in Q2 2024, an estimated $1.06M.
  • Keebeck Wealth Management first reported a position in Forward Air in Q4 2023 and held it in 2 quarters.
  • Keebeck Wealth Management's Forward Air position peaked at $1.66M in Q4 2023.
  • 191 funds tracked by Wall St. Rank held Forward Air as of Q2 2024.

Based on Keebeck Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.