Naviter Wealth’s Forward Air FWRD Stock Holding History

Naviter Wealth’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 Q4	–	Sell	-10,670	Closed	-$378K	–	287
2024 Q3	$378K	Sell	10,670 -2,230	-17%	-$63.3K	0.05%	195
2024 Q2	$246K	Buy	+12,900	New	+$266K	0.04%	205

Other funds holding FWRD

CCG

Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return

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

RPM

Ridgemont Partners Management Charlotte, North Carolina $49.7M AUM 26.51% 1-Year Est. Return

Littlejohn & Co Greenwich, Connecticut $106M AUM 7.38% 1-Year Est. Return

MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return

ICM

Irenic Capital Management New York $1.54B AUM 12.79% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Naviter Wealth's FWRD Position: Q4 2024 in Review

Naviter Wealth sold out of Forward Air (FWRD) in Q4 2024, closing a stake of 10,670 shares — an estimated $378K sold.

Naviter Wealth first reported a position in FWRD in Q2 2024 and held it in 2 quarters. The position peaked at $378K in Q3 2024. 210 funds tracked by Wall St. Rank hold FWRD as of Q4 2024.

Naviter Wealth reported no remaining Forward Air position as of Q4 2024 after selling out during the quarter.
Naviter Wealth sold 10,670 Forward Air shares in Q4 2024, an estimated $378K.
Naviter Wealth first reported a position in Forward Air in Q2 2024 and held it in 2 quarters.
Naviter Wealth's Forward Air position peaked at $378K in Q3 2024.
210 funds tracked by Wall St. Rank held Forward Air as of Q4 2024.

Based on Naviter Wealth's 13F filing for Q4 2024, filed 7 Feb 2025.