LWS
FWRD icon

Lucia Wealth Services’s Forward Air FWRD Stock Holding History

Lucia Wealth 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
2020
Q3 		$205K Buy
+3,575
New +$196K 0.05% 123

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
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Lucia Wealth Services's FWRD Position: Q3 2020 in Review

Lucia Wealth Services opened a new position in Forward Air (FWRD) in Q3 2020: 3,575 shares worth $205K. The stake represents 0.05% of the portfolio and ranks #123 among its holdings.

196 funds tracked by Wall St. Rank hold FWRD as of Q3 2020.

  • Lucia Wealth Services held 3,575 shares of Forward Air worth $205K as of Q3 2020.
  • Forward Air was a new Lucia Wealth Services position in Q3 2020.
  • Forward Air made up 0.05% of Lucia Wealth Services's portfolio in Q3 2020, its #123 holding.
  • 196 funds tracked by Wall St. Rank held Forward Air as of Q3 2020.

Based on Lucia Wealth Services's 13F filing for Q3 2020, filed 9 Nov 2020.