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FWRD icon

Private Capital Group’s Forward Air FWRD Stock Holding History

Private 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
2022
Q2 		$12K Hold
126
– – 0.01% 984
2022
Q1 		$12K Sell
126
-23
-15% -$2.42K ﹤0.01% 1207
2021
Q4 		$18K Hold
149
– – ﹤0.01% 1097
2021
Q3 		$12K Hold
149
– – ﹤0.01% 1268
2021
Q2 		$13K Hold
149
– – ﹤0.01% 1251
2021
Q1 		$13K Sell
149
-638
-81% -$53.4K ﹤0.01% 1212
2020
Q4 		$61K Buy
787
+155
+25% +$10.8K 0.01% 688
2020
Q3 		$36K Sell
632
-94
-13% -$5.16K 0.01% 863
2020
Q2 		$36K Buy
726
+142
+24% +$6.97K 0.01% 854
2020
Q1 		$30K Sell
584
-4
-0.7% -$243 0.01% 844
2019
Q4 		$41K Buy
588
+20
+4% +$1.35K 0.01% 823
2019
Q3 		$36K Buy
568
+451
+385% +$27.6K 0.01% 920
2019
Q2 		$7K Sell
117
-448
-79% -$27.6K ﹤0.01% 1531
2019
Q1 		$37K Buy
565
+134
+31% +$8.2K 0.01% 915
2018
Q4 		$24K Buy
431
+314
+268% +$19.3K 0.01% 1010
2018
Q3 		$8K Hold
117
– – ﹤0.01% 1544
2018
Q2 		$6K Sell
117
-102
-47% -$5.84K ﹤0.01% 1605
2018
Q1 		$12K Hold
219
– – ﹤0.01% 1287
2017
Q4 		$13K Buy
+219
New +$12.5K ﹤0.01% 1245

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
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Private Capital Group's FWRD Position: Q2 2022 in Review

Private Capital Group held its Forward Air (FWRD) position steady in Q2 2022 at 126 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #984.

Private Capital Group first reported a position in FWRD in Q4 2017 and has held it in 19 quarters since. The position peaked at $61K in Q4 2020. 246 funds tracked by Wall St. Rank hold FWRD as of Q2 2022.

  • Private Capital Group held 126 shares of Forward Air worth $12K as of Q2 2022.
  • Private Capital Group left its Forward Air share count unchanged in Q2 2022.
  • Forward Air made up 0.01% of Private Capital Group's portfolio in Q2 2022, its #984 holding.
  • Private Capital Group first reported a position in Forward Air in Q4 2017 and has held it in 19 quarters since.
  • Private Capital Group's Forward Air position peaked at $61K in Q4 2020.
  • 246 funds tracked by Wall St. Rank held Forward Air as of Q2 2022.

Based on Private Capital Group's 13F filing for Q2 2022, filed 28 Jul 2022.