Stifel Financial
FWRD icon

Stifel Financial’s Forward Air FWRD Stock Holding History

Stifel Financial’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
2023
Q3 		– Sell
-2,536
Closed -$269K – 3335
2023
Q2 		$269K Buy
2,536
+17
+0.7% +$1.74K ﹤0.01% 2888
2023
Q1 		$271K Sell
2,519
-47
-2% -$4.93K ﹤0.01% 2877
2022
Q4 		$269K Buy
+2,566
New +$269K ﹤0.01% 2829

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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial's FWRD Position: Q3 2023 in Review

Stifel Financial sold out of Forward Air (FWRD) in Q3 2023, closing a stake of 2,536 shares — an estimated $269K sold.

Stifel Financial first reported a position in FWRD in Q4 2022 and held it in 3 quarters. The position peaked at $271K in Q1 2023. 251 funds tracked by Wall St. Rank hold FWRD as of Q3 2023.

  • Stifel Financial reported no remaining Forward Air position as of Q3 2023 after selling out during the quarter.
  • Stifel Financial sold 2,536 Forward Air shares in Q3 2023, an estimated $269K.
  • Stifel Financial first reported a position in Forward Air in Q4 2022 and held it in 3 quarters.
  • Stifel Financial's Forward Air position peaked at $271K in Q1 2023.
  • 251 funds tracked by Wall St. Rank held Forward Air as of Q3 2023.

Based on Stifel Financial's 13F filing for Q3 2023, filed 13 Nov 2023.