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Opus Capital Group’s Forward Air FWRD Stock Holding History

Opus Capital Group’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
2020
Q1 		– Sell
-3,138
Closed -$220K – 121
2019
Q4 		$220K Buy
+3,138
New +$213K 0.06% 129
2019
Q2 		– Sell
-18,886
Closed -$1.22M – 180
2019
Q1 		$1.22M Sell
18,886
-22,228
-54% -$1.36M 0.33% 33
2018
Q4 		$2.25M Buy
41,114
+989
+2% +$60.8K 0.47% 30
2018
Q3 		$2.88M Buy
40,125
+560
+1% +$35.6K 0.65% 18
2018
Q2 		$2.34M Buy
39,565
+34,323
+655% +$1.96M 0.57% 42
2018
Q1 		$277K Buy
5,242
+225
+4% +$12.8K 0.07% 193
2017
Q4 		$289K Buy
5,017
+572
+13% +$32.7K 0.06% 190
2017
Q3 		$255K Sell
4,445
-109
-2% -$5.75K 0.06% 191
2017
Q2 		$243K Buy
+4,554
New +$233K 0.05% 180

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Opus Capital Group's FWRD Position: Q1 2020 in Review

Opus Capital Group sold out of Forward Air (FWRD) in Q1 2020, closing a stake of 3,138 shares — an estimated $220K sold.

Opus Capital Group first reported a position in FWRD in Q2 2017 and held it in 9 quarters. The position peaked at $2.88M in Q3 2018. 216 funds tracked by Wall St. Rank hold FWRD as of Q1 2020.

  • Opus Capital Group reported no remaining Forward Air position as of Q1 2020 after selling out during the quarter.
  • Opus Capital Group sold 3,138 Forward Air shares in Q1 2020, an estimated $220K.
  • Opus Capital Group first reported a position in Forward Air in Q2 2017 and held it in 9 quarters.
  • Opus Capital Group's Forward Air position peaked at $2.88M in Q3 2018.
  • 216 funds tracked by Wall St. Rank held Forward Air as of Q1 2020.

Based on Opus Capital Group's 13F filing for Q1 2020, filed 30 Apr 2020.