RG
FWRD icon

Renaissance Group’s Forward Air FWRD Stock Holding History

Renaissance 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
2023
Q3 		– Sell
-17,793
Closed -$1.89M – 275
2023
Q2 		$1.89M Buy
17,793
+829
+5% +$84.9K 0.08% 153
2023
Q1 		$1.83M Buy
16,964
+1,293
+8% +$136K 0.08% 140
2022
Q4 		$1.64M Buy
15,671
+223
+1% +$23.4K 0.08% 136
2022
Q3 		$1.39M Buy
15,448
+504
+3% +$49.5K 0.07% 140
2022
Q2 		$1.37M Buy
14,944
+2,327
+18% +$216K 0.07% 132
2022
Q1 		$1.23M Buy
+12,617
New +$1.33M 0.06% 159
2015
Q3 		– Sell
-6,119
Closed -$320K – 282
2015
Q2 		$320K Buy
6,119
+173
+3% +$9.11K 0.01% 185
2015
Q1 		$323K Buy
5,946
+84
+1% +$4.29K 0.01% 190
2014
Q4 		$295K Buy
+5,862
New +$281K 0.01% 188

Other funds holding FWRD

BlackRock
BlackRock New York $5.7T 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 $4.69B AUM 19.05% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return