TrueWealth LLC’s Forward Air FWRD Stock Holding History

TrueWealth LLC’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
2020 Q2	$2K	Hold	45	–	–	﹤0.01%	636
2020 Q1	$2K	Hold	45	–	–	﹤0.01%	646
2019 Q4	$3K	Hold	45	–	–	﹤0.01%	640
2019 Q3	$3K	Hold	45	–	–	﹤0.01%	609
2019 Q2	$3K	Hold	45	–	–	﹤0.01%	617
2019 Q1	$3K	Hold	45	–	–	﹤0.01%	632
2018 Q4	$2K	Hold	45	–	–	﹤0.01%	657
2018 Q3	$3K	Hold	45	–	–	﹤0.01%	679
2018 Q2	$3K	Hold	45	–	–	﹤0.01%	689
2018 Q1	$2K	Hold	45	–	–	﹤0.01%	696
2017 Q4	$3K	Buy	+45	New	+$2.57K	﹤0.01%	757

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

TrueWealth LLC's FWRD Position: Q2 2020 in Review

TrueWealth LLC held its Forward Air (FWRD) position steady in Q2 2020 at 45 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #636.

TrueWealth LLC first reported a position in FWRD in Q4 2017 and has held it in 11 quarters since. The position peaked at $3K in Q4 2019. 206 funds tracked by Wall St. Rank hold FWRD as of Q2 2020.

TrueWealth LLC held 45 shares of Forward Air worth $2K as of Q2 2020.
TrueWealth LLC left its Forward Air share count unchanged in Q2 2020.
Forward Air made up ﹤0.01% of TrueWealth LLC's portfolio in Q2 2020, its #636 holding.
TrueWealth LLC first reported a position in Forward Air in Q4 2017 and has held it in 11 quarters since.
TrueWealth LLC's Forward Air position peaked at $3K in Q4 2019.
206 funds tracked by Wall St. Rank held Forward Air as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.