TWP
FWRD icon

TFO Wealth Partners’s Forward Air FWRD Stock Holding History

TFO Wealth Partners’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
Q2 		– Sell
-1
Closed -$31 – 326
2024
Q1 		$31 Hold
1
– – ﹤0.01% 751
2023
Q4 		$63 Hold
1
– – ﹤0.01% 854
2023
Q3 		$106 Hold
1
– – ﹤0.01% 965
2023
Q2 		$106 Hold
1
– – ﹤0.01% 653
2023
Q1 		$108 Sell
1
-1,948
-100% -$205K ﹤0.01% 631
2022
Q4 		$22.7K Buy
+1,949
New +$205K 0.01% 78

Other funds holding FWRD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCG
Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LC
Littlejohn & Co Greenwich, Connecticut $106M AUM 7.38% 1-Year Est. Return
RPM
Ridgemont Partners Management Charlotte, North Carolina $49.7M AUM 26.51% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ICM
Irenic Capital Management New York $1.54B AUM 12.79% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return

TFO Wealth Partners's FWRD Position: Q2 2024 in Review

TFO Wealth Partners sold out of Forward Air (FWRD) in Q2 2024, closing a stake of 1 share — an estimated $31 sold.

TFO Wealth Partners first reported a position in FWRD in Q4 2022 and held it in 6 quarters. The position peaked at $22.7K in Q4 2022. 191 funds tracked by Wall St. Rank hold FWRD as of Q2 2024.

  • TFO Wealth Partners reported no remaining Forward Air position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 1 Forward Air share in Q2 2024, an estimated $31.
  • TFO Wealth Partners first reported a position in Forward Air in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Forward Air position peaked at $22.7K in Q4 2022.
  • 191 funds tracked by Wall St. Rank held Forward Air as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.