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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 – 1343
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 – 2514
2019
Q4 		$13K Hold
180
– – ﹤0.01% 1593
2019
Q3 		$11K Buy
+180
New +$11K ﹤0.01% 1499

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
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Sowell Financial Services's FWRD Position: Q2 2021 in Review

Sowell Financial Services sold out of Forward Air (FWRD) in Q2 2021, closing a stake of 225 shares — an estimated $22K sold.

Sowell Financial Services first reported a position in FWRD in Q3 2019 and held it in 6 quarters. The position peaked at $34K in Q3 2020. 220 funds tracked by Wall St. Rank hold FWRD as of Q2 2021.

  • Sowell Financial Services reported no remaining Forward Air position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 225 Forward Air shares in Q2 2021, an estimated $22K.
  • Sowell Financial Services first reported a position in Forward Air in Q3 2019 and held it in 6 quarters.
  • Sowell Financial Services's Forward Air position peaked at $34K in Q3 2020.
  • 220 funds tracked by Wall St. Rank held Forward Air as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.