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Pictet Asset Management (Switzerland)’s Forward Air FWRD Stock Holding History

Pictet Asset Management (Switzerland)’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
Q2 		$299K Sell
2,814
-509
-15% -$52.1K ﹤0.01% 1507
2023
Q1 		$358K Hold
3,323
– – ﹤0.01% 1412
2022
Q4 		$349K Buy
+3,323
New +$349K ﹤0.01% 1415
2022
Q1 		– Sell
-1,681
Closed -$204K – 1702
2021
Q4 		$204K Buy
+1,681
New +$172K ﹤0.01% 1592

Other funds holding FWRD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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 $3.37T AUM 44.26% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pictet Asset Management (Switzerland)'s FWRD Position: Q2 2023 in Review

Pictet Asset Management (Switzerland) reduced its Forward Air (FWRD) stake by 15% in Q2 2023, selling an estimated $52.1K and leaving 2,814 shares worth $299K. The position accounts for ﹤0.01% of the portfolio, ranked #1507.

Pictet Asset Management (Switzerland) first reported a position in FWRD in Q4 2021 and has held it in 4 quarters since. The position peaked at $358K in Q1 2023. 245 funds tracked by Wall St. Rank hold FWRD as of Q2 2023.

  • Pictet Asset Management (Switzerland) held 2,814 shares of Forward Air worth $299K as of Q2 2023.
  • Pictet Asset Management (Switzerland) sold 509 Forward Air shares in Q2 2023, an estimated $52.1K.
  • Forward Air made up ﹤0.01% of Pictet Asset Management (Switzerland)'s portfolio in Q2 2023, its #1507 holding.
  • Pictet Asset Management (Switzerland) first reported a position in Forward Air in Q4 2021 and has held it in 4 quarters since.
  • Pictet Asset Management (Switzerland)'s Forward Air position peaked at $358K in Q1 2023.
  • 245 funds tracked by Wall St. Rank held Forward Air as of Q2 2023.

Based on Pictet Asset Management (Switzerland)'s 13F filing for Q2 2023, filed 10 Aug 2023.