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Riverview Trust Company’s Forward Air FWRD Stock Holding History

Riverview Trust Company’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
2024
Q2 		– Sell
-589
Closed -$18.3K – 643
2024
Q1 		$18.3K Buy
+589
New +$24.6K 0.01% 521

Other funds holding FWRD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCG
Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LC
Littlejohn & Co Greenwich, Connecticut $106M AUM 7.38% 1-Year Est. Return
RPM
Ridgemont Partners Management Charlotte, North Carolina $49.7M AUM 26.51% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ICM
Irenic Capital Management New York $1.54B AUM 12.79% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return

Riverview Trust Company's FWRD Position: Q2 2024 in Review

Riverview Trust Company sold out of Forward Air (FWRD) in Q2 2024, closing a stake of 589 shares — an estimated $18.3K sold.

Riverview Trust Company first reported a position in FWRD in Q1 2024 and held it in 1 quarter. The position peaked at $18.3K in Q1 2024. 191 funds tracked by Wall St. Rank hold FWRD as of Q2 2024.

  • Riverview Trust Company reported no remaining Forward Air position as of Q2 2024 after selling out during the quarter.
  • Riverview Trust Company sold 589 Forward Air shares in Q2 2024, an estimated $18.3K.
  • Riverview Trust Company first reported a position in Forward Air in Q1 2024 and held it in 1 quarter.
  • Riverview Trust Company's Forward Air position peaked at $18.3K in Q1 2024.
  • 191 funds tracked by Wall St. Rank held Forward Air as of Q2 2024.

Based on Riverview Trust Company's 13F filing for Q2 2024, filed 16 Jul 2024.