Lloyd Advisory Services’s Forward Air FWRD Stock Holding History

Lloyd Advisory 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
2022 Q2	–	Sell	-26	Closed	-$3K	–	246
2022 Q1	$3K	Buy	+26	New	+$2.74K	﹤0.01%	477

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

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

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

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

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

Lloyd Advisory Services's FWRD Position: Q2 2022 in Review

Lloyd Advisory Services sold out of Forward Air (FWRD) in Q2 2022, closing a stake of 26 shares — an estimated $3K sold.

Lloyd Advisory Services first reported a position in FWRD in Q1 2022 and held it in 1 quarter. The position peaked at $3K in Q1 2022. 246 funds tracked by Wall St. Rank hold FWRD as of Q2 2022.

Lloyd Advisory Services reported no remaining Forward Air position as of Q2 2022 after selling out during the quarter.
Lloyd Advisory Services sold 26 Forward Air shares in Q2 2022, an estimated $3K.
Lloyd Advisory Services first reported a position in Forward Air in Q1 2022 and held it in 1 quarter.
Lloyd Advisory Services's Forward Air position peaked at $3K in Q1 2022.
246 funds tracked by Wall St. Rank held Forward Air as of Q2 2022.

Based on Lloyd Advisory Services's 13F filing for Q2 2022, filed 15 Aug 2022.