Kore Private Wealth’s Forward Air FWRD Stock Holding History

Kore Private Wealth’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
2020 Q3	–	Sell	-89	Closed	-$4K	–	569
2020 Q2	$4K	Buy	+89	New	+$4.37K	﹤0.01%	949

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Kore Private Wealth's FWRD Position: Q3 2020 in Review

Kore Private Wealth sold out of Forward Air (FWRD) in Q3 2020, closing a stake of 89 shares — an estimated $4K sold.

Kore Private Wealth first reported a position in FWRD in Q2 2020 and held it in 1 quarter. The position peaked at $4K in Q2 2020. 196 funds tracked by Wall St. Rank hold FWRD as of Q3 2020.

Kore Private Wealth reported no remaining Forward Air position as of Q3 2020 after selling out during the quarter.
Kore Private Wealth sold 89 Forward Air shares in Q3 2020, an estimated $4K.
Kore Private Wealth first reported a position in Forward Air in Q2 2020 and held it in 1 quarter.
Kore Private Wealth's Forward Air position peaked at $4K in Q2 2020.
196 funds tracked by Wall St. Rank held Forward Air as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.