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Toth Financial Advisory’s Forward Air FWRD Stock Holding History

Toth Financial Advisory’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
-7,225
Closed -$706K – 723
2022
Q1 		$706K Hold
7,225
– – 0.11% 140
2021
Q4 		$875K Buy
+7,225
New +$739K 0.12% 133

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
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Toth Financial Advisory's FWRD Position: Q2 2022 in Review

Toth Financial Advisory sold out of Forward Air (FWRD) in Q2 2022, closing a stake of 7,225 shares — an estimated $706K sold.

Toth Financial Advisory first reported a position in FWRD in Q4 2021 and held it in 2 quarters. The position peaked at $875K in Q4 2021. 246 funds tracked by Wall St. Rank hold FWRD as of Q2 2022.

  • Toth Financial Advisory reported no remaining Forward Air position as of Q2 2022 after selling out during the quarter.
  • Toth Financial Advisory sold 7,225 Forward Air shares in Q2 2022, an estimated $706K.
  • Toth Financial Advisory first reported a position in Forward Air in Q4 2021 and held it in 2 quarters.
  • Toth Financial Advisory's Forward Air position peaked at $875K in Q4 2021.
  • 246 funds tracked by Wall St. Rank held Forward Air as of Q2 2022.

Based on Toth Financial Advisory's 13F filing for Q2 2022, filed 25 Jul 2022.