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LGT Financial Advisors’s Forward Air FWRD Stock Holding History

LGT Financial 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
2024
Q1 		– Sell
-35
Closed -$2.2K – 810
2023
Q4 		$2.2K Hold
35
– – ﹤0.01% 796
2023
Q3 		$2.41K Buy
+35
New +$3.08K ﹤0.01% 792

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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
CCG
Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RPM
Ridgemont Partners Management Charlotte, North Carolina $49.7M AUM 26.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

LGT Financial Advisors's FWRD Position: Q1 2024 in Review

LGT Financial Advisors sold out of Forward Air (FWRD) in Q1 2024, closing a stake of 35 shares — an estimated $2.2K sold.

LGT Financial Advisors first reported a position in FWRD in Q3 2023 and held it in 2 quarters. The position peaked at $2.41K in Q3 2023. 225 funds tracked by Wall St. Rank hold FWRD as of Q1 2024.

  • LGT Financial Advisors reported no remaining Forward Air position as of Q1 2024 after selling out during the quarter.
  • LGT Financial Advisors sold 35 Forward Air shares in Q1 2024, an estimated $2.2K.
  • LGT Financial Advisors first reported a position in Forward Air in Q3 2023 and held it in 2 quarters.
  • LGT Financial Advisors's Forward Air position peaked at $2.41K in Q3 2023.
  • 225 funds tracked by Wall St. Rank held Forward Air as of Q1 2024.

Based on LGT Financial Advisors's 13F filing for Q1 2024, filed 2 May 2024.