TD Asset Management
FWRD icon

TD Asset Management’s Forward Air FWRD Stock Holding History

TD Asset Management’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
-19,400
Closed -$1.22M – 1403
2023
Q4 		$1.22M Sell
19,400
-1,100
-5% -$74.1K ﹤0.01% 1131
2023
Q3 		$1.41M Sell
20,500
-3,800
-16% -$335K ﹤0.01% 1054
2023
Q2 		$2.58M Buy
24,300
+1,600
+7% +$164K ﹤0.01% 905
2023
Q1 		$2.45M Hold
22,700
– – ﹤0.01% 924
2022
Q4 		$2.38M Sell
22,700
-11,000
-33% -$1.15M ﹤0.01% 936
2022
Q3 		$3.09M Sell
33,700
-100
-0.3% -$9.81K ﹤0.01% 869
2022
Q2 		$3.11M Hold
33,800
– – ﹤0.01% 870
2022
Q1 		$3.31M Sell
33,800
-26,300
-44% -$2.77M ﹤0.01% 932
2021
Q4 		$7.28M Sell
60,100
-40,900
-40% -$4.19M 0.01% 761
2021
Q3 		$8.38M Sell
101,000
-4,100
-4% -$359K 0.01% 692
2021
Q2 		$9.29M Sell
105,100
-21,000
-17% -$1.94M 0.01% 665
2021
Q1 		$11.2M Hold
126,100
– – 0.01% 607
2020
Q4 		$9.69M Sell
126,100
-159,300
-56% -$11M 0.01% 600
2020
Q3 		$16.4M Sell
285,400
-8,600
-3% -$472K 0.02% 434
2020
Q2 		$14.6M Hold
294,000
– – 0.02% 428
2020
Q1 		$14.9M Buy
294,000
+8,000
+3% +$486K 0.03% 385
2019
Q4 		$20M Buy
286,000
+800
+0.3% +$54.2K 0.03% 390
2019
Q3 		$18.2M Sell
285,200
-9,000
-3% -$551K 0.03% 382
2019
Q2 		$17.4M Sell
294,200
-20,600
-7% -$1.27M 0.03% 401
2019
Q1 		$20.4M Buy
314,800
+13,100
+4% +$802K 0.03% 365
2018
Q4 		$16.5M Buy
301,700
+10,600
+4% +$652K 0.03% 387
2018
Q3 		$20.9M Buy
291,100
+108,700
+60% +$6.91M 0.03% 381
2018
Q2 		$10.8M Buy
182,400
+173,000
+1,840% +$9.9M 0.02% 511
2018
Q1 		$497K Buy
+9,400
New +$535K ﹤0.01% 1202
2015
Q3 		– Sell
-9,900
Closed -$517K – 1363
2015
Q2 		$517K Sell
9,900
-8,072
-45% -$425K ﹤0.01% 1105
2015
Q1 		$976K Sell
17,972
-362
-2% -$18.5K ﹤0.01% 948
2014
Q4 		$923K Buy
18,334
+12,544
+217% +$602K ﹤0.01% 952
2014
Q3 		$260K Sell
5,790
-2,206
-28% -$103K ﹤0.01% 1189
2014
Q2 		$383K Hold
7,996
– – ﹤0.01% 1100
2014
Q1 		$369K Buy
7,996
+5
+0.1% +$221 ﹤0.01% 1110
2013
Q4 		$351K Hold
7,991
– – ﹤0.01% 1110
2013
Q3 		$322K Sell
7,991
-11
-0.1% -$419 ﹤0.01% 1087
2013
Q2 		$306K Buy
+8,002
New +$303K ﹤0.01% 1040

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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
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
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
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

TD Asset Management's FWRD Position: Q1 2024 in Review

TD Asset Management sold out of Forward Air (FWRD) in Q1 2024, closing a stake of 19,400 shares — an estimated $1.22M sold.

TD Asset Management first reported a position in FWRD in Q2 2013 and held it in 33 quarters. The position peaked at $20.9M in Q3 2018. 225 funds tracked by Wall St. Rank hold FWRD as of Q1 2024.

  • TD Asset Management reported no remaining Forward Air position as of Q1 2024 after selling out during the quarter.
  • TD Asset Management sold 19,400 Forward Air shares in Q1 2024, an estimated $1.22M.
  • TD Asset Management first reported a position in Forward Air in Q2 2013 and held it in 33 quarters.
  • TD Asset Management's Forward Air position peaked at $20.9M in Q3 2018.
  • 225 funds tracked by Wall St. Rank held Forward Air as of Q1 2024.

Based on TD Asset Management's 13F filing for Q1 2024, filed 8 May 2024.