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TCI Wealth Advisors’s Forward Air FWRD Stock Holding History

TCI 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
Q2 		– Sell
-60
Closed -$6.47K – 978
2023
Q1 		$6.47K Hold
60
– – ﹤0.01% 1354
2022
Q4 		$6.29K Hold
60
– – ﹤0.01% 1375
2022
Q3 		$5K Buy
60
+2
+3% +$196 ﹤0.01% 1450
2022
Q2 		$5K Sell
58
-60
-51% -$5.56K ﹤0.01% 1478
2022
Q1 		$12K Buy
118
+53
+82% +$5.58K ﹤0.01% 976
2021
Q4 		$8K Buy
+65
New +$6.65K ﹤0.01% 1325
2021
Q3 		– Sell
-42
Closed -$4K – 2446
2021
Q2 		$4K Buy
+42
New +$3.87K ﹤0.01% 1569

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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Neuberger Berman Group
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
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TCI Wealth Advisors's FWRD Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Forward Air (FWRD) in Q2 2023, closing a stake of 60 shares — an estimated $6.47K sold.

TCI Wealth Advisors first reported a position in FWRD in Q2 2021 and held it in 7 quarters. The position peaked at $12K in Q1 2022. 245 funds tracked by Wall St. Rank hold FWRD as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Forward Air position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 60 Forward Air shares in Q2 2023, an estimated $6.47K.
  • TCI Wealth Advisors first reported a position in Forward Air in Q2 2021 and held it in 7 quarters.
  • TCI Wealth Advisors's Forward Air position peaked at $12K in Q1 2022.
  • 245 funds tracked by Wall St. Rank held Forward Air as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.