Lido Advisors’s Forward Air FWRD Stock Holding History

Lido 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
2022 Q1	–	Sell	-4,052	Closed	-$490K	–	1035
2021 Q4	$490K	Buy	4,052 +1,240	+44%	+$127K	0.01%	618
2021 Q3	$233K	Buy	+2,812	New	+$246K	﹤0.01%	846

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

Lido Advisors's FWRD Position: Q1 2022 in Review

Lido Advisors sold out of Forward Air (FWRD) in Q1 2022, closing a stake of 4,052 shares — an estimated $490K sold.

Lido Advisors first reported a position in FWRD in Q3 2021 and held it in 2 quarters. The position peaked at $490K in Q4 2021. 246 funds tracked by Wall St. Rank hold FWRD as of Q1 2022.

Lido Advisors reported no remaining Forward Air position as of Q1 2022 after selling out during the quarter.
Lido Advisors sold 4,052 Forward Air shares in Q1 2022, an estimated $490K.
Lido Advisors first reported a position in Forward Air in Q3 2021 and held it in 2 quarters.
Lido Advisors's Forward Air position peaked at $490K in Q4 2021.
246 funds tracked by Wall St. Rank held Forward Air as of Q1 2022.

Based on Lido Advisors's 13F filing for Q1 2022, filed 17 May 2022.