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Ladenburg Thalmann Financial Services’s Forward Air FWRD Stock Holding History

Ladenburg Thalmann Financial Services’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
Q4 		$42K Buy
674
+62
+10% +$4.2K ﹤0.01% 3639
2019
Q3 		$39K Sell
612
-90
-13% -$5.51K ﹤0.01% 3603
2019
Q2 		$42K Buy
702
+1
+0.1% +$62 ﹤0.01% 3580
2019
Q1 		$46K Buy
701
+72
+11% +$4.41K ﹤0.01% 3457
2018
Q4 		$34K Buy
629
+47
+8% +$2.89K ﹤0.01% 3523
2018
Q3 		$42K Buy
582
+63
+12% +$4.01K ﹤0.01% 3429
2018
Q2 		$28K Hold
519
– – ﹤0.01% 3635
2018
Q1 		$28K Buy
519
+40
+8% +$2.28K ﹤0.01% 3635
2017
Q4 		$28K Buy
479
+162
+51% +$9.27K ﹤0.01% 3590
2017
Q3 		$18K Sell
317
-151
-32% -$7.97K ﹤0.01% 3733
2017
Q2 		$25K Sell
468
-43
-8% -$2.2K ﹤0.01% 3464
2017
Q1 		$24K Buy
511
+20
+4% +$970 ﹤0.01% 3432
2016
Q4 		$23K Buy
491
+270
+122% +$12.4K ﹤0.01% 3398
2016
Q3 		$10K Buy
221
+3
+1% +$136 ﹤0.01% 3809
2016
Q2 		$10K Buy
218
+36
+20% +$1.62K ﹤0.01% 3769
2016
Q1 		$8K Buy
182
+82
+82% +$3.45K ﹤0.01% 3825
2015
Q4 		$4K Buy
100
+3
+3% +$134 ﹤0.01% 4130
2015
Q3 		$4K Sell
97
-3
-3% -$142 ﹤0.01% 4027
2015
Q2 		$5K Sell
100
-3
-3% -$158 ﹤0.01% 4044
2015
Q1 		$6K Buy
103
+15
+17% +$767 ﹤0.01% 3888
2014
Q4 		$4K Hold
88
– – ﹤0.01% 3807
2014
Q3 		$4K Hold
88
– – ﹤0.01% 3477
2014
Q2 		$4K Hold
88
– – ﹤0.01% 3446
2014
Q1 		$4K Buy
88
+67
+319% +$2.96K ﹤0.01% 3327
2013
Q4 		$1K Hold
21
– – ﹤0.01% 3618
2013
Q3 		$1K Hold
21
– – ﹤0.01% 3563
2013
Q2 		$1K Buy
+21
New +$796 ﹤0.01% 3464

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ladenburg Thalmann Financial Services's FWRD Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Forward Air (FWRD) stake by 10% in Q4 2019, buying an estimated $4.2K and bringing the position to 674 shares worth $42K. The position accounts for ﹤0.01% of the portfolio, ranked #3639.

Ladenburg Thalmann Financial Services first reported a position in FWRD in Q2 2013 and has held it in 27 quarters since. The position peaked at $46K in Q1 2019. 237 funds tracked by Wall St. Rank hold FWRD as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 674 shares of Forward Air worth $42K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 62 Forward Air shares in Q4 2019, an estimated $4.2K.
  • Forward Air made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3639 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Forward Air in Q2 2013 and has held it in 27 quarters since.
  • Ladenburg Thalmann Financial Services's Forward Air position peaked at $46K in Q1 2019.
  • 237 funds tracked by Wall St. Rank held Forward Air as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.