QT
FWRD icon

Quantamental Technologies’s Forward Air FWRD Stock Holding History

Quantamental Technologies’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
Q3 		$499K Buy
+7,258
New +$639K 0.47% 69
2023
Q2 		– Sell
-1,890
Closed -$204K – 546
2023
Q1 		$204K Buy
+1,890
New +$198K 0.11% 339
2019
Q3 		– Sell
-986
Closed -$58K – 1622
2019
Q2 		$58K Sell
986
-1,005
-50% -$61.8K 0.02% 849
2019
Q1 		$129K Buy
1,991
+193
+11% +$11.8K 0.06% 523
2018
Q4 		$99K Buy
+1,798
New +$111K 0.06% 558

Other funds holding FWRD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Quantamental Technologies's FWRD Position: Q3 2023 in Review

Quantamental Technologies opened a new position in Forward Air (FWRD) in Q3 2023: 7,258 shares worth $499K. The stake represents 0.47% of the portfolio and ranks #69 among its holdings. This is a return to the name: Quantamental Technologies previously reported a position in FWRD as recently as Q1 2023.

Quantamental Technologies first reported a position in FWRD in Q4 2018 and has held it in 5 quarters since. 251 funds tracked by Wall St. Rank hold FWRD as of Q3 2023.

  • Quantamental Technologies held 7,258 shares of Forward Air worth $499K as of Q3 2023.
  • Forward Air was a new Quantamental Technologies position in Q3 2023.
  • Forward Air made up 0.47% of Quantamental Technologies's portfolio in Q3 2023, its #69 holding.
  • Quantamental Technologies first reported a position in Forward Air in Q4 2018 and has held it in 5 quarters since.
  • 251 funds tracked by Wall St. Rank held Forward Air as of Q3 2023.

Based on Quantamental Technologies's 13F filing for Q3 2023, filed 14 Nov 2023.