Sutton Wealth Advisors’s Forward Air FWRD Stock Holding History

Sutton Wealth Advisors’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 Q1	–	Sell	-200	Closed	-$21K	–	1090
2022 Q4	$21K	Hold	200	–	–	0.01%	680
2022 Q3	$18.1K	Hold	200	–	–	0.01%	694
2022 Q2	$18.4K	Buy	200 +4	+2%	+$371	0.01%	703
2022 Q1	$19.2K	Sell	196 -5	-2%	-$527	0.01%	719
2021 Q4	$24.3K	Buy	201 +6	+3%	+$614	0.01%	649
2021 Q3	$16.2K	Hold	195	–	–	0.01%	762
2021 Q2	$17.5K	Hold	195	–	–	0.01%	744
2021 Q1	$17.3K	Hold	195	–	–	0.01%	710
2020 Q4	$15K	Hold	195	–	–	0.01%	688
2020 Q3	$11.2K	Hold	195	–	–	0.01%	705
2020 Q2	$9.71K	Sell	195 -31	-14%	-$1.52K	0.01%	710
2020 Q1	$11.4K	Hold	226	–	–	0.01%	621
2019 Q4	$15.8K	Hold	226	–	–	0.01%	693
2019 Q3	$14.4K	Hold	226	–	–	0.01%	691
2019 Q2	$13.4K	Hold	226	–	–	0.01%	698
2019 Q1	$14.6K	Hold	226	–	–	0.01%	678
2018 Q4	$12.4K	Hold	226	–	–	0.01%	681
2018 Q3	$16.2K	Hold	226	–	–	0.01%	664
2018 Q2	$13.4K	Hold	226	–	–	0.01%	751
2018 Q1	$11.9K	Hold	226	–	–	0.01%	764
2017 Q4	$13K	Hold	226	–	–	0.01%	708
2017 Q3	$12.9K	Hold	226	–	–	0.01%	699
2017 Q2	$12K	Buy	226 +31	+16%	+$1.58K	0.01%	700
2017 Q1	$9.28K	Hold	195	–	–	0.01%	730
2016 Q4	$9.24K	Hold	195	–	–	0.01%	711
2016 Q3	$8.44K	Hold	195	–	–	0.01%	703
2016 Q2	$8.68K	Buy	+195	New	+$8.78K	0.01%	663

Other funds holding FWRD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Sutton Wealth Advisors's FWRD Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Forward Air (FWRD) in Q1 2023, closing a stake of 200 shares — an estimated $21K sold.

Sutton Wealth Advisors first reported a position in FWRD in Q2 2016 and held it in 27 quarters. The position peaked at $24.3K in Q4 2021. 257 funds tracked by Wall St. Rank hold FWRD as of Q1 2023.

Sutton Wealth Advisors reported no remaining Forward Air position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 200 Forward Air shares in Q1 2023, an estimated $21K.
Sutton Wealth Advisors first reported a position in Forward Air in Q2 2016 and held it in 27 quarters.
Sutton Wealth Advisors's Forward Air position peaked at $24.3K in Q4 2021.
257 funds tracked by Wall St. Rank held Forward Air as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.