VIA
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Vident Investment Advisory’s Forward Air FWRD Stock Holding History

Vident Investment 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
2023
Q3 		– Sell
-9,679
Closed -$1.03M – 398
2023
Q2 		$1.03M Buy
9,679
+117
+1% +$12K 0.04% 471
2023
Q1 		$1.03M Buy
+9,562
New +$1M 0.03% 518
2018
Q4 		– Sell
-4,985
Closed -$357K – 824
2018
Q3 		$357K Sell
4,985
-1,053
-17% -$67K 0.01% 800
2018
Q2 		$357K Buy
+6,038
New +$346K 0.01% 770

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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Vident Investment Advisory's FWRD Position: Q3 2023 in Review

Vident Investment Advisory sold out of Forward Air (FWRD) in Q3 2023, closing a stake of 9,679 shares — an estimated $1.03M sold.

Vident Investment Advisory first reported a position in FWRD in Q2 2018 and held it in 4 quarters. The position peaked at $1.03M in Q1 2023. 251 funds tracked by Wall St. Rank hold FWRD as of Q3 2023.

  • Vident Investment Advisory reported no remaining Forward Air position as of Q3 2023 after selling out during the quarter.
  • Vident Investment Advisory sold 9,679 Forward Air shares in Q3 2023, an estimated $1.03M.
  • Vident Investment Advisory first reported a position in Forward Air in Q2 2018 and held it in 4 quarters.
  • Vident Investment Advisory's Forward Air position peaked at $1.03M in Q1 2023.
  • 251 funds tracked by Wall St. Rank held Forward Air as of Q3 2023.

Based on Vident Investment Advisory's 13F filing for Q3 2023.