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Prospera Financial Services’s Forward Air FWRD Stock Holding History

Prospera Financial Services’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
-214
Closed -$20K – 1122
2022
Q2 		$20K Hold
214
– – ﹤0.01% 1212
2022
Q1 		$21K Buy
+214
New +$22.5K ﹤0.01% 1715
2020
Q4 		– Sell
-95
Closed -$5K – 1004
2020
Q3 		$5K Buy
+95
New +$5.21K ﹤0.01% 1281

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ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Prospera Financial Services's FWRD Position: Q3 2022 in Review

Prospera Financial Services sold out of Forward Air (FWRD) in Q3 2022, closing a stake of 214 shares — an estimated $20K sold.

Prospera Financial Services first reported a position in FWRD in Q3 2020 and held it in 3 quarters. The position peaked at $21K in Q1 2022. 247 funds tracked by Wall St. Rank hold FWRD as of Q3 2022.

  • Prospera Financial Services reported no remaining Forward Air position as of Q3 2022 after selling out during the quarter.
  • Prospera Financial Services sold 214 Forward Air shares in Q3 2022, an estimated $20K.
  • Prospera Financial Services first reported a position in Forward Air in Q3 2020 and held it in 3 quarters.
  • Prospera Financial Services's Forward Air position peaked at $21K in Q1 2022.
  • 247 funds tracked by Wall St. Rank held Forward Air as of Q3 2022.

Based on Prospera Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.