Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
SFS
Sowell Financial Services’s
Forward Air
FWRD
Stock Holding History
Sowell Financial Services’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
-225
Closed
-$22K
–
1344
2021
Q1
$22K
Sell
225
-75
-25%
-$6.28K
﹤0.01%
2020
2020
Q4
$23K
Sell
300
-300
-50%
-$20.8K
﹤0.01%
1672
2020
Q3
$34K
Buy
600
+500
+500%
+$27.4K
﹤0.01%
1341
2020
Q2
$5K
Buy
+100
New
+$4.91K
﹤0.01%
1893
2020
Q1
–
Sell
-180
Closed
-$13K
–
2517
2019
Q4
$13K
Hold
180
–
–
﹤0.01%
1593
2019
Q3
$11K
Buy
+180
New
+$11K
﹤0.01%
1499
Other funds holding FWRD
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
AA
Ancora Advisors
Cleveland, Ohio
$4.69B AUM
19.05%
1-Year Est. Return
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
New York
$115B AUM
24.78%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
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
San Antonio, Texas
$156B AUM
27.51%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close