Permanens Capital’s Forward Air FWRD Stock Holding History

Permanens Capital’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
2021 Q4	–	Sell	-8,000	Closed	-$664K	–	45
2021 Q3	$664K	Hold	8,000	–	–	0.12%	31
2021 Q2	$718K	Hold	8,000	–	–	0.13%	31
2021 Q1	$710K	Buy	+8,000	New	+$670K	0.15%	40

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

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 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

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 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

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

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

Permanens Capital's FWRD Position: Q4 2021 in Review

Permanens Capital sold out of Forward Air (FWRD) in Q4 2021, closing a stake of 8,000 shares — an estimated $664K sold.

Permanens Capital first reported a position in FWRD in Q1 2021 and held it in 3 quarters. The position peaked at $718K in Q2 2021. 240 funds tracked by Wall St. Rank hold FWRD as of Q4 2021.

Permanens Capital reported no remaining Forward Air position as of Q4 2021 after selling out during the quarter.
Permanens Capital sold 8,000 Forward Air shares in Q4 2021, an estimated $664K.
Permanens Capital first reported a position in Forward Air in Q1 2021 and held it in 3 quarters.
Permanens Capital's Forward Air position peaked at $718K in Q2 2021.
240 funds tracked by Wall St. Rank held Forward Air as of Q4 2021.

Based on Permanens Capital's 13F filing for Q4 2021, filed 14 Feb 2022.