Regent Peak Wealth Advisors’s Forward Air FWRD Stock Holding History

Regent Peak Wealth Advisors’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 Q1	–	Sell	-6	Closed	–	–	461
2020 Q4	$0	Buy	+6	New	+$416	﹤0.01%	1083

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Regent Peak Wealth Advisors's FWRD Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Forward Air (FWRD) in Q1 2021, closing a stake of 6 shares.

Regent Peak Wealth Advisors first reported a position in FWRD in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 206 funds tracked by Wall St. Rank hold FWRD as of Q1 2021.

Regent Peak Wealth Advisors reported no remaining Forward Air position as of Q1 2021 after selling out during the quarter.
Regent Peak Wealth Advisors sold 6 Forward Air shares in Q1 2021.
Regent Peak Wealth Advisors first reported a position in Forward Air in Q4 2020 and held it in 1 quarter.
Regent Peak Wealth Advisors's Forward Air position peaked at $0 in Q4 2020.
206 funds tracked by Wall St. Rank held Forward Air as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.