Natixis Advisors
FWRD icon

Natixis Advisors’s Forward Air FWRD Stock Holding History

Natixis 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
2023
Q4 		– Sell
-22,768
Closed -$1.56M – 1536
2023
Q3 		$1.56M Sell
22,768
-6,680
-23% -$588K ﹤0.01% 1058
2023
Q2 		$3.13M Sell
29,448
-665
-2% -$68.1K 0.01% 848
2023
Q1 		$3.25M Sell
30,113
-405
-1% -$42.5K 0.01% 813
2022
Q4 		$3.2M Buy
30,518
+1,129
+4% +$118K 0.01% 805
2022
Q3 		$2.65M Buy
29,389
+1,930
+7% +$189K 0.01% 821
2022
Q2 		$2.52M Buy
27,459
+820
+3% +$76K 0.01% 841
2022
Q1 		$2.6M Sell
26,639
-536
-2% -$56.5K 0.01% 884
2021
Q4 		$3.29M Buy
+27,175
New +$2.78M 0.01% 815
2016
Q4 		– Sell
-17,338
Closed -$750K – 1023
2016
Q3 		$750K Buy
17,338
+655
+4% +$29.8K 0.01% 848
2016
Q2 		$743K Buy
16,683
+2,282
+16% +$103K 0.01% 832
2016
Q1 		$653K Buy
14,401
+1,813
+14% +$76.4K 0.01% 862
2015
Q4 		$541K Buy
12,588
+738
+6% +$33.1K 0.01% 866
2015
Q3 		$492K Buy
11,850
+295
+3% +$13.9K 0.01% 892
2015
Q2 		$604K Buy
11,555
+230
+2% +$12.1K 0.01% 873
2015
Q1 		$615K Buy
11,325
+736
+7% +$37.6K 0.01% 878
2014
Q4 		$533K Sell
10,589
-406
-4% -$19.5K 0.01% 908
2014
Q3 		$493K Buy
10,995
+1,706
+18% +$79.7K 0.01% 908
2014
Q2 		$444K Buy
9,289
+428
+5% +$19.2K 0.01% 1027
2014
Q1 		$409K Buy
8,861
+1,294
+17% +$57.2K 0.01% 989
2013
Q4 		$332K Buy
7,567
+1,425
+23% +$59.3K 0.01% 994
2013
Q3 		$248K Buy
6,142
+495
+9% +$18.9K ﹤0.01% 1027
2013
Q2 		$216K Buy
+5,647
New +$214K ﹤0.01% 1004

Other funds holding FWRD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Natixis Advisors's FWRD Position: Q4 2023 in Review

Natixis Advisors sold out of Forward Air (FWRD) in Q4 2023, closing a stake of 22,768 shares — an estimated $1.56M sold.

Natixis Advisors first reported a position in FWRD in Q2 2013 and held it in 22 quarters. The position peaked at $3.29M in Q4 2021. 264 funds tracked by Wall St. Rank hold FWRD as of Q4 2023.

  • Natixis Advisors reported no remaining Forward Air position as of Q4 2023 after selling out during the quarter.
  • Natixis Advisors sold 22,768 Forward Air shares in Q4 2023, an estimated $1.56M.
  • Natixis Advisors first reported a position in Forward Air in Q2 2013 and held it in 22 quarters.
  • Natixis Advisors's Forward Air position peaked at $3.29M in Q4 2021.
  • 264 funds tracked by Wall St. Rank held Forward Air as of Q4 2023.

Based on Natixis Advisors's 13F filing for Q4 2023, filed 6 Feb 2024.