Patriot Financial Group Insurance Agency’s Forward Air FWRD Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-166	Closed	-$15K	–	978
2022 Q2	$15K	Sell	166 -42	-20%	-$3.89K	﹤0.01%	1102
2022 Q1	$20K	Sell	208 -78	-27%	-$8.22K	﹤0.01%	1085
2021 Q4	$35K	Buy	286 +31	+12%	+$3.17K	0.01%	1000
2021 Q3	$21K	Buy	255 +42	+20%	+$3.67K	﹤0.01%	1186
2021 Q2	$19K	Sell	213 -5	-2%	-$461	﹤0.01%	1203
2021 Q1	$19K	Sell	218 -11	-5%	-$921	﹤0.01%	1114
2020 Q4	$18K	Hold	229	–	–	﹤0.01%	1016
2020 Q3	$13K	Hold	229	–	–	﹤0.01%	943
2020 Q2	$11K	Buy	229 +9	+4%	+$442	﹤0.01%	940
2020 Q1	$11K	Buy	+220	New	+$13.4K	0.01%	827

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

ACH

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

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

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

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

Patriot Financial Group Insurance Agency's FWRD Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Forward Air (FWRD) in Q3 2022, closing a stake of 166 shares — an estimated $15K sold.

Patriot Financial Group Insurance Agency first reported a position in FWRD in Q1 2020 and held it in 10 quarters. The position peaked at $35K in Q4 2021. 247 funds tracked by Wall St. Rank hold FWRD as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Forward Air position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 166 Forward Air shares in Q3 2022, an estimated $15K.
Patriot Financial Group Insurance Agency first reported a position in Forward Air in Q1 2020 and held it in 10 quarters.
Patriot Financial Group Insurance Agency's Forward Air position peaked at $35K in Q4 2021.
247 funds tracked by Wall St. Rank held Forward Air as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.