One Wealth Advisors’s Forward Air FWRD Stock Holding History

One Wealth 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 Q1	–	Sell	-1,400	Closed	-$147K	–	347
2022 Q4	$147K	Buy	+1,400	New	+$147K	0.03%	236
2019 Q2	–	Sell	-1,523	Closed	-$99K	–	247
2019 Q1	$99K	Buy	+1,523	New	+$93.2K	0.08%	179
2018 Q4	–	Sell	-1,557	Closed	-$112K	–	239
2018 Q3	$112K	Sell	1,557 -31	-2%	-$1.97K	0.09%	181
2018 Q2	$94K	Hold	1,588	–	–	0.08%	201
2018 Q1	$84K	Sell	1,588 -101	-6%	-$5.75K	0.07%	192
2017 Q4	$97K	Buy	+1,689	New	+$96.6K	0.08%	200

Other funds holding FWRD

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

One Wealth Advisors's FWRD Position: Q1 2023 in Review

One Wealth Advisors sold out of Forward Air (FWRD) in Q1 2023, closing a stake of 1,400 shares — an estimated $147K sold.

One Wealth Advisors first reported a position in FWRD in Q4 2017 and held it in 6 quarters. The position peaked at $147K in Q4 2022. 257 funds tracked by Wall St. Rank hold FWRD as of Q1 2023.

One Wealth Advisors reported no remaining Forward Air position as of Q1 2023 after selling out during the quarter.
One Wealth Advisors sold 1,400 Forward Air shares in Q1 2023, an estimated $147K.
One Wealth Advisors first reported a position in Forward Air in Q4 2017 and held it in 6 quarters.
One Wealth Advisors's Forward Air position peaked at $147K in Q4 2022.
257 funds tracked by Wall St. Rank held Forward Air as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.