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Shelton Capital Management’s Forward Air FWRD Stock Holding History

Shelton Capital 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
2022
Q1 		– Sell
-1,722
Closed -$209K – 833
2021
Q4 		$209K Buy
+1,722
New +$176K 0.01% 776
2018
Q4 		– Sell
-2,951
Closed -$212K – 832
2018
Q3 		$212K Buy
+2,951
New +$188K 0.01% 823

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
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Shelton Capital Management's FWRD Position: Q1 2022 in Review

Shelton Capital Management sold out of Forward Air (FWRD) in Q1 2022, closing a stake of 1,722 shares — an estimated $209K sold.

Shelton Capital Management first reported a position in FWRD in Q3 2018 and held it in 2 quarters. The position peaked at $212K in Q3 2018. 246 funds tracked by Wall St. Rank hold FWRD as of Q1 2022.

  • Shelton Capital Management reported no remaining Forward Air position as of Q1 2022 after selling out during the quarter.
  • Shelton Capital Management sold 1,722 Forward Air shares in Q1 2022, an estimated $209K.
  • Shelton Capital Management first reported a position in Forward Air in Q3 2018 and held it in 2 quarters.
  • Shelton Capital Management's Forward Air position peaked at $212K in Q3 2018.
  • 246 funds tracked by Wall St. Rank held Forward Air as of Q1 2022.

Based on Shelton Capital Management's 13F filing for Q1 2022, filed 12 May 2022.