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Valeo Financial Advisors’s Forward Air FWRD Stock Holding History

Valeo Financial Advisors’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
Q3 		– Sell
-20
Closed -$1K – 1785
2020
Q2 		$1K Hold
20
– – ﹤0.01% 1877
2020
Q1 		$1K Hold
20
– – ﹤0.01% 1649
2019
Q4 		$1K Buy
20
+3
+18% +$203 ﹤0.01% 1534
2019
Q3 		$1K Buy
17
+4
+31% +$245 ﹤0.01% 1448
2019
Q2 		$1K Hold
13
– – ﹤0.01% 1467
2019
Q1 		$1K Buy
+13
New +$796 ﹤0.01% 1448
2018
Q4 		– Sell
-9
Closed -$1K – 1579
2018
Q3 		$1K Buy
9
+5
+125% +$318 ﹤0.01% 1621
2018
Q2 		$0 Buy
+4
New +$229 ﹤0.01% 1672

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Valeo Financial Advisors's FWRD Position: Q3 2020 in Review

Valeo Financial Advisors sold out of Forward Air (FWRD) in Q3 2020, closing a stake of 20 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in FWRD in Q2 2018 and held it in 8 quarters. The position peaked at $1K in Q2 2020. 196 funds tracked by Wall St. Rank hold FWRD as of Q3 2020.

  • Valeo Financial Advisors reported no remaining Forward Air position as of Q3 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 20 Forward Air shares in Q3 2020, an estimated $1K.
  • Valeo Financial Advisors first reported a position in Forward Air in Q2 2018 and held it in 8 quarters.
  • Valeo Financial Advisors's Forward Air position peaked at $1K in Q2 2020.
  • 196 funds tracked by Wall St. Rank held Forward Air as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.