MGWM
FWRD icon

Marks Group Wealth Management’s Forward Air FWRD Stock Holding History

Marks Group 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
2023
Q2 		– Sell
-63,531
Closed -$6.85M – 280
2023
Q1 		$6.85M Buy
63,531
+383
+0.6% +$40.2K 0.87% 38
2022
Q4 		$6.62M Sell
63,148
-379
-0.6% -$39.8K 0.9% 30
2022
Q3 		$5.73M Buy
63,527
+1,432
+2% +$141K 0.87% 39
2022
Q2 		$5.71M Sell
62,095
-163
-0.3% -$15.1K 0.82% 39
2022
Q1 		$6.09M Buy
62,258
+3,810
+7% +$401K 0.77% 49
2021
Q4 		$7.09M Sell
58,448
-3,828
-6% -$392K 0.86% 24
2021
Q3 		$5.16M Buy
62,276
+747
+1% +$65.3K 0.7% 64
2021
Q2 		$5.54M Sell
61,529
-2,717
-4% -$250K 0.76% 56
2021
Q1 		$5.72M Sell
64,246
-17,238
-21% -$1.44M 0.85% 34
2020
Q4 		$6.26M Sell
81,484
-2,069
-2% -$144K 0.98% 16
2020
Q3 		$4.79M Sell
83,553
-6,248
-7% -$343K 0.87% 36
2020
Q2 		$4.47M Buy
89,801
+16,852
+23% +$827K 0.91% 29
2020
Q1 		$3.7M Buy
72,949
+30,462
+72% +$1.85M 0.95% 29
2019
Q4 		$2.97M Buy
+42,487
New +$2.88M 0.58% 76

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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Marks Group Wealth Management's FWRD Position: Q2 2023 in Review

Marks Group Wealth Management sold out of Forward Air (FWRD) in Q2 2023, closing a stake of 63,531 shares — an estimated $6.85M sold.

Marks Group Wealth Management first reported a position in FWRD in Q4 2019 and held it in 14 quarters. The position peaked at $7.09M in Q4 2021. 245 funds tracked by Wall St. Rank hold FWRD as of Q2 2023.

  • Marks Group Wealth Management reported no remaining Forward Air position as of Q2 2023 after selling out during the quarter.
  • Marks Group Wealth Management sold 63,531 Forward Air shares in Q2 2023, an estimated $6.85M.
  • Marks Group Wealth Management first reported a position in Forward Air in Q4 2019 and held it in 14 quarters.
  • Marks Group Wealth Management's Forward Air position peaked at $7.09M in Q4 2021.
  • 245 funds tracked by Wall St. Rank held Forward Air as of Q2 2023.

Based on Marks Group Wealth Management's 13F filing for Q2 2023, filed 19 Jul 2023.