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FWRD icon

Simplicity Solutions’s Forward Air FWRD Stock Holding History

Simplicity Solutions’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
Q2 		– Sell
-3,277
Closed -$291K – 534
2021
Q1 		$291K Sell
3,277
-220
-6% -$18.4K 0.06% 345
2020
Q4 		$269K Sell
3,497
-353
-9% -$24.5K ﹤0.01% 809
2020
Q3 		$221K Sell
3,850
-232
-6% -$12.7K ﹤0.01% 796
2020
Q2 		$203K Buy
+4,082
New +$200K ﹤0.01% 833

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Simplicity Solutions's FWRD Position: Q2 2021 in Review

Simplicity Solutions sold out of Forward Air (FWRD) in Q2 2021, closing a stake of 3,277 shares — an estimated $291K sold.

Simplicity Solutions first reported a position in FWRD in Q2 2020 and held it in 4 quarters. The position peaked at $291K in Q1 2021. 220 funds tracked by Wall St. Rank hold FWRD as of Q2 2021.

  • Simplicity Solutions reported no remaining Forward Air position as of Q2 2021 after selling out during the quarter.
  • Simplicity Solutions sold 3,277 Forward Air shares in Q2 2021, an estimated $291K.
  • Simplicity Solutions first reported a position in Forward Air in Q2 2020 and held it in 4 quarters.
  • Simplicity Solutions's Forward Air position peaked at $291K in Q1 2021.
  • 220 funds tracked by Wall St. Rank held Forward Air as of Q2 2021.

Based on Simplicity Solutions's 13F filing for Q2 2021, filed 1 Sep 2021.