Tarbox Family Office’s Forward Air FWRD Stock Holding History

Tarbox Family Office’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
2022 Q2	–	Sell	-48	Closed	-$5K	–	455
2022 Q1	$5K	Hold	48	–	–	﹤0.01%	531
2021 Q4	$6K	Hold	48	–	–	﹤0.01%	553
2021 Q3	$4K	Hold	48	–	–	﹤0.01%	706
2021 Q2	$4K	Hold	48	–	–	﹤0.01%	713
2021 Q1	$4K	Hold	48	–	–	﹤0.01%	636
2020 Q4	$4K	Hold	48	–	–	﹤0.01%	589
2020 Q3	$3K	Hold	48	–	–	﹤0.01%	612
2020 Q2	$2K	Hold	48	–	–	﹤0.01%	757
2020 Q1	$2K	Hold	48	–	–	﹤0.01%	635
2019 Q4	$3K	Hold	48	–	–	﹤0.01%	660
2019 Q3	$3K	Hold	48	–	–	﹤0.01%	592
2019 Q2	$3K	Buy	+48	New	+$2.95K	﹤0.01%	596

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

Tarbox Family Office's FWRD Position: Q2 2022 in Review

Tarbox Family Office sold out of Forward Air (FWRD) in Q2 2022, closing a stake of 48 shares — an estimated $5K sold.

Tarbox Family Office first reported a position in FWRD in Q2 2019 and held it in 12 quarters. The position peaked at $6K in Q4 2021. 246 funds tracked by Wall St. Rank hold FWRD as of Q2 2022.

Tarbox Family Office reported no remaining Forward Air position as of Q2 2022 after selling out during the quarter.
Tarbox Family Office sold 48 Forward Air shares in Q2 2022, an estimated $5K.
Tarbox Family Office first reported a position in Forward Air in Q2 2019 and held it in 12 quarters.
Tarbox Family Office's Forward Air position peaked at $6K in Q4 2021.
246 funds tracked by Wall St. Rank held Forward Air as of Q2 2022.

Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.