Truist Financial
FWRD icon

Truist Financial’s Forward Air FWRD Stock Holding History

Truist Financial’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
Q1 		– Sell
-5,651
Closed -$593K – 2609
2022
Q4 		$593K Buy
+5,651
New +$593K ﹤0.01% 1845
2021
Q1 		– Sell
-1,053
Closed -$81K – 2672
2020
Q4 		$81K Buy
+1,053
New +$73K ﹤0.01% 2484
2020
Q1 		– Sell
-3,119
Closed -$217K – 2450
2019
Q4 		$217K Buy
+3,119
New +$211K ﹤0.01% 2318
2018
Q1 		– Sell
-3,642
Closed -$209K – 769
2017
Q4 		$209K Hold
3,642
– – ﹤0.01% 751
2017
Q3 		$208K Buy
+3,642
New +$192K ﹤0.01% 749
2017
Q1 		– Sell
-4,664
Closed -$221K – 833
2016
Q4 		$221K Sell
4,664
-82
-2% -$3.75K ﹤0.01% 769
2016
Q3 		$206K Hold
4,746
– – ﹤0.01% 779
2016
Q2 		$212K Sell
4,746
-435
-8% -$19.6K ﹤0.01% 793
2016
Q1 		$235K Sell
5,181
-675
-12% -$28.4K 0.01% 699
2015
Q4 		$252K Sell
5,856
-2,172
-27% -$97.3K 0.01% 675
2015
Q3 		$333K Sell
8,028
-442
-5% -$20.9K 0.01% 639
2015
Q2 		$442K Sell
8,470
-533
-6% -$28.1K 0.01% 564
2015
Q1 		$489K Sell
9,003
-489
-5% -$25K 0.01% 535
2014
Q4 		$478K Sell
9,492
-834
-8% -$40K 0.01% 522
2014
Q3 		$463K Sell
10,326
-2,480
-19% -$116K 0.01% 516
2014
Q2 		$613K Sell
12,806
-840
-6% -$37.7K 0.02% 472
2014
Q1 		$630K Sell
13,646
-720
-5% -$31.8K 0.02% 452
2013
Q4 		$631K Sell
14,366
-1,090
-7% -$45.4K 0.02% 446
2013
Q3 		$624K Sell
15,456
-1,075
-7% -$41K 0.02% 441
2013
Q2 		$633K Buy
+16,531
New +$627K 0.02% 430

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Truist Financial's FWRD Position: Q1 2023 in Review

Truist Financial sold out of Forward Air (FWRD) in Q1 2023, closing a stake of 5,651 shares — an estimated $593K sold.

Truist Financial first reported a position in FWRD in Q2 2013 and held it in 20 quarters. The position peaked at $633K in Q2 2013. 257 funds tracked by Wall St. Rank hold FWRD as of Q1 2023.

  • Truist Financial reported no remaining Forward Air position as of Q1 2023 after selling out during the quarter.
  • Truist Financial sold 5,651 Forward Air shares in Q1 2023, an estimated $593K.
  • Truist Financial first reported a position in Forward Air in Q2 2013 and held it in 20 quarters.
  • Truist Financial's Forward Air position peaked at $633K in Q2 2013.
  • 257 funds tracked by Wall St. Rank held Forward Air as of Q1 2023.

Based on Truist Financial's 13F filing for Q1 2023, filed 5 May 2023.