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Matthew Hamilton Rosenberg’s Forward Air FWRD Stock Holding History

Matthew Hamilton Rosenberg’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
2024
Q1 		– Sell
-100
Closed -$6.29K – 879
2023
Q4 		$6.29K Hold
100
– – ﹤0.01% 673
2023
Q3 		$6.87K Hold
100
– – ﹤0.01% 664
2023
Q2 		$10.6K Hold
100
– – ﹤0.01% 620
2023
Q1 		$10.8K Hold
100
– – ﹤0.01% 652
2022
Q4 		$10.5K Hold
100
– – ﹤0.01% 646
2022
Q3 		$9K Buy
+100
New +$9.81K ﹤0.01% 648

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCG
Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RPM
Ridgemont Partners Management Charlotte, North Carolina $49.7M AUM 26.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Matthew Hamilton Rosenberg's FWRD Position: Q1 2024 in Review

Matthew Hamilton Rosenberg sold out of Forward Air (FWRD) in Q1 2024, closing a stake of 100 shares — an estimated $6.29K sold.

Matthew Hamilton Rosenberg first reported a position in FWRD in Q3 2022 and held it in 6 quarters. The position peaked at $10.8K in Q1 2023. 225 funds tracked by Wall St. Rank hold FWRD as of Q1 2024.

  • Matthew Hamilton Rosenberg reported no remaining Forward Air position as of Q1 2024 after selling out during the quarter.
  • Matthew Hamilton Rosenberg sold 100 Forward Air shares in Q1 2024, an estimated $6.29K.
  • Matthew Hamilton Rosenberg first reported a position in Forward Air in Q3 2022 and held it in 6 quarters.
  • Matthew Hamilton Rosenberg's Forward Air position peaked at $10.8K in Q1 2023.
  • 225 funds tracked by Wall St. Rank held Forward Air as of Q1 2024.

Based on Matthew Hamilton Rosenberg's 13F filing for Q1 2024, filed 22 Apr 2024.