SYSTM Wealth Solutions’s Forward Air FWRD Stock Holding History

SYSTM Wealth 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
2024 Q1	–	Sell	-615	Closed	-$38.6K	–	1011
2023 Q4	$38.6K	Buy	+615	New	+$41.4K	0.01%	623

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

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

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

CCG

Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

RPM

Ridgemont Partners Management Charlotte, North Carolina $49.7M AUM 26.51% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

SYSTM Wealth Solutions's FWRD Position: Q1 2024 in Review

SYSTM Wealth Solutions sold out of Forward Air (FWRD) in Q1 2024, closing a stake of 615 shares — an estimated $38.6K sold.

SYSTM Wealth Solutions first reported a position in FWRD in Q4 2023 and held it in 1 quarter. The position peaked at $38.6K in Q4 2023. 225 funds tracked by Wall St. Rank hold FWRD as of Q1 2024.

SYSTM Wealth Solutions reported no remaining Forward Air position as of Q1 2024 after selling out during the quarter.
SYSTM Wealth Solutions sold 615 Forward Air shares in Q1 2024, an estimated $38.6K.
SYSTM Wealth Solutions first reported a position in Forward Air in Q4 2023 and held it in 1 quarter.
SYSTM Wealth Solutions's Forward Air position peaked at $38.6K in Q4 2023.
225 funds tracked by Wall St. Rank held Forward Air as of Q1 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q1 2024, filed 26 Apr 2024.