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Northwest Investment Counselors’s Forward Air FWRD Stock Holding History

Northwest Investment Counselors’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
Q3 		$38.9K Buy
+1,100
New +$31.2K 0.01% 272
2024
Q2 		– Sell
-13,963
Closed -$434K – 275
2024
Q1 		$434K Sell
13,963
-920
-6% -$38.5K 0.11% 116
2023
Q4 		$936K Sell
14,883
-774
-5% -$52.1K 0.25% 88
2023
Q3 		$1.08M Sell
15,657
-509
-3% -$44.8K 0.3% 84
2023
Q2 		$1.72M Sell
16,166
-143
-0.9% -$14.6K 0.46% 69
2023
Q1 		$1.76M Sell
16,309
-1,160
-7% -$122K 0.49% 63
2022
Q4 		$1.83M Buy
17,469
+1
+0% +$105 0.53% 60
2022
Q3 		$1.58M Sell
17,468
-285
-2% -$28K 0.52% 60
2022
Q2 		$1.63M Buy
17,753
+725
+4% +$67.2K 0.5% 63
2022
Q1 		$1.67M Buy
17,028
+45
+0.3% +$4.74K 0.44% 67
2021
Q4 		$2.06M Buy
16,983
+365
+2% +$37.3K 0.51% 61
2021
Q3 		$1.38M Buy
16,618
+2,360
+17% +$206K 0.39% 73
2021
Q2 		$1.28M Hold
14,258
– – 0.35% 76
2021
Q1 		$1.27M Sell
14,258
-70
-0.5% -$5.86K 0.36% 73
2020
Q4 		$1.1M Buy
14,328
+258
+2% +$17.9K 0.34% 73
2020
Q3 		$807K Buy
14,070
+1,162
+9% +$63.8K 0.28% 77
2020
Q2 		$643K Sell
12,908
-46
-0.4% -$2.26K 0.25% 88
2020
Q1 		$656K Buy
12,954
+232
+2% +$14.1K 0.29% 80
2019
Q4 		$890K Sell
12,722
-27
-0.2% -$1.83K 0.31% 83
2019
Q3 		$812K Buy
12,749
+481
+4% +$29.5K 0.29% 84
2019
Q2 		$726K Buy
12,268
+356
+3% +$21.9K 0.27% 89
2019
Q1 		$771K Sell
11,912
-1,419
-11% -$86.9K 0.3% 86
2018
Q4 		$731K Buy
13,331
+120
+0.9% +$7.38K 0.32% 84
2018
Q3 		$947K Sell
13,211
-115
-0.9% -$7.31K 0.36% 78
2018
Q2 		$787K Buy
13,326
+120
+0.9% +$6.87K 0.32% 84
2018
Q1 		$698K Sell
13,206
-490
-4% -$27.9K 0.29% 90
2017
Q4 		$787K Sell
13,696
-5
-0% -$286 0.32% 87
2017
Q3 		$784K Buy
13,701
+1
+0% +$53 0.34% 82
2017
Q2 		$730K Buy
13,700
+2
+0% +$102 0.33% 81
2017
Q1 		$652K Buy
13,698
+392
+3% +$19K 0.31% 84
2016
Q4 		$630K Sell
13,306
-246
-2% -$11.3K 0.32% 85
2016
Q3 		$586K Buy
13,552
+146
+1% +$6.63K 0.3% 92
2016
Q2 		$597K Buy
13,406
+114
+0.9% +$5.13K 0.33% 87
2016
Q1 		$602K Buy
13,292
+1,479
+13% +$62.3K 0.34% 83
2015
Q4 		$508K Buy
11,813
+2,129
+22% +$95.4K 0.31% 89
2015
Q3 		$402K Buy
9,684
+399
+4% +$18.8K 0.27% 91
2015
Q2 		$485K Buy
9,285
+591
+7% +$31.1K 0.3% 86
2015
Q1 		$472K Hold
8,694
– – 0.29% 86
2014
Q4 		$438K Sell
8,694
-1
-0% -$48 0.28% 84
2014
Q3 		$390K Buy
8,695
+27
+0.3% +$1.26K 0.26% 80
2014
Q2 		$415K Sell
8,668
-323
-4% -$14.5K 0.28% 79
2014
Q1 		$415K Sell
8,991
-1
-0% -$44 0.29% 78
2013
Q4 		$395K Sell
8,992
-699
-7% -$29.1K 0.27% 78
2013
Q3 		$391K Buy
9,691
+1,902
+24% +$72.5K 0.3% 79
2013
Q2 		$298K Buy
+7,789
New +$295K 0.25% 85

Other funds holding FWRD

CCG
Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return
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
RPM
Ridgemont Partners Management Charlotte, North Carolina $49.7M AUM 26.51% 1-Year Est. Return
LC
Littlejohn & Co Greenwich, Connecticut $106M AUM 7.38% 1-Year Est. Return
SAM
Scopus Asset Management New York $5.77B AUM 36.85% 1-Year Est. Return
MP
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
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Northwest Investment Counselors's FWRD Position: Q3 2024 in Review

Northwest Investment Counselors opened a new position in Forward Air (FWRD) in Q3 2024: 1,100 shares worth $38.9K. The stake represents 0.01% of the portfolio and ranks #272 among its holdings. This is a return to the name: Northwest Investment Counselors previously reported a position in FWRD as recently as Q1 2024.

Northwest Investment Counselors first reported a position in FWRD in Q2 2013 and has held it in 45 quarters since. The position peaked at $2.06M in Q4 2021. 208 funds tracked by Wall St. Rank hold FWRD as of Q3 2024.

  • Northwest Investment Counselors held 1,100 shares of Forward Air worth $38.9K as of Q3 2024.
  • Forward Air was a new Northwest Investment Counselors position in Q3 2024.
  • Forward Air made up 0.01% of Northwest Investment Counselors's portfolio in Q3 2024, its #272 holding.
  • Northwest Investment Counselors first reported a position in Forward Air in Q2 2013 and has held it in 45 quarters since.
  • Northwest Investment Counselors's Forward Air position peaked at $2.06M in Q4 2021.
  • 208 funds tracked by Wall St. Rank held Forward Air as of Q3 2024.

Based on Northwest Investment Counselors's 13F filing for Q3 2024, filed 21 Oct 2024.