Liberty Wealth Management’s Forward Air FWRD Stock Holding History

Liberty 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
2021 Q4	–	Sell	-360	Closed	-$34K	–	511
2021 Q3	$34K	Buy	360 +180	+100%	+$15.7K	0.01%	504
2021 Q2	$16K	Buy	180 +1	+0.6%	+$92	0.01%	554
2021 Q1	$13K	Hold	179	–	–	0.01%	539
2020 Q4	$13K	Hold	179	–	–	0.01%	536
2020 Q3	$10K	Buy	179 +1	+0.6%	+$55	0.01%	516
2020 Q2	$9K	Sell	178 -4	-2%	-$196	0.01%	513
2020 Q1	$9K	Sell	182 -12	-6%	-$729	0.01%	479
2019 Q4	$14K	Hold	194	–	–	0.01%	475
2019 Q3	$12K	Sell	194 -5	-3%	-$306	0.01%	484
2019 Q2	$12K	Buy	199 +1	+0.5%	+$62	0.01%	483
2019 Q1	$12K	Hold	198	–	–	0.01%	408
2018 Q4	$10K	Buy	+198	New	+$12.2K	0.01%	428

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

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 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

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Liberty Wealth Management's FWRD Position: Q4 2021 in Review

Liberty Wealth Management sold out of Forward Air (FWRD) in Q4 2021, closing a stake of 360 shares — an estimated $34K sold.

Liberty Wealth Management first reported a position in FWRD in Q4 2018 and held it in 12 quarters. The position peaked at $34K in Q3 2021. 240 funds tracked by Wall St. Rank hold FWRD as of Q4 2021.

Liberty Wealth Management reported no remaining Forward Air position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 360 Forward Air shares in Q4 2021, an estimated $34K.
Liberty Wealth Management first reported a position in Forward Air in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's Forward Air position peaked at $34K in Q3 2021.
240 funds tracked by Wall St. Rank held Forward Air as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.