SSWM
FWRD icon

Sheets Smith Wealth Management’s Forward Air FWRD Stock Holding History

Sheets Smith Wealth Management’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
2019
Q2 		– Sell
-5,274
Closed -$341K – 319
2019
Q1 		$341K Buy
+5,274
New +$323K 0.07% 256

Other funds holding FWRD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Sheets Smith Wealth Management's FWRD Position: Q2 2019 in Review

Sheets Smith Wealth Management sold out of Forward Air (FWRD) in Q2 2019, closing a stake of 5,274 shares — an estimated $341K sold.

Sheets Smith Wealth Management first reported a position in FWRD in Q1 2019 and held it in 1 quarter. The position peaked at $341K in Q1 2019. 232 funds tracked by Wall St. Rank hold FWRD as of Q2 2019.

  • Sheets Smith Wealth Management reported no remaining Forward Air position as of Q2 2019 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 5,274 Forward Air shares in Q2 2019, an estimated $341K.
  • Sheets Smith Wealth Management first reported a position in Forward Air in Q1 2019 and held it in 1 quarter.
  • Sheets Smith Wealth Management's Forward Air position peaked at $341K in Q1 2019.
  • 232 funds tracked by Wall St. Rank held Forward Air as of Q2 2019.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2019, filed 12 Jul 2019.