RAFFA WEALTH MANAGEMENT, LLC’s Forward Air FWRD Stock Holding History

RAFFA WEALTH MANAGEMENT, 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
2017 Q1	–	Sell	-13	Closed	-$616	–	551
2016 Q4	$616	Hold	13	–	–	﹤0.01%	655
2016 Q3	$562	Hold	13	–	–	﹤0.01%	674
2016 Q2	$579	Hold	13	–	–	﹤0.01%	615
2016 Q1	$589	Hold	13	–	–	﹤0.01%	620
2015 Q4	$559	Hold	13	–	–	﹤0.01%	641
2015 Q3	$539	Hold	13	–	–	﹤0.01%	632
2015 Q2	$679	Sell	13 -3	-19%	-$158	﹤0.01%	532
2015 Q1	$869	Hold	16	–	–	﹤0.01%	427
2014 Q4	$806	Hold	16	–	–	﹤0.01%	422
2014 Q3	$717	Buy	+16	New	+$748	﹤0.01%	438
2014 Q1	–	Sell	-16	Closed	-$806	–	444
2013 Q4	$806	Buy	+16	New	+$666	﹤0.01%	422

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's FWRD Position: Q1 2017 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of Forward Air (FWRD) in Q1 2017, closing a stake of 13 shares — an estimated $616 sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in FWRD in Q4 2013 and held it in 11 quarters. The position peaked at $869 in Q1 2015. 168 funds tracked by Wall St. Rank hold FWRD as of Q1 2017.

RAFFA WEALTH MANAGEMENT, LLC reported no remaining Forward Air position as of Q1 2017 after selling out during the quarter.
RAFFA WEALTH MANAGEMENT, LLC sold 13 Forward Air shares in Q1 2017, an estimated $616.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Forward Air in Q4 2013 and held it in 11 quarters.
RAFFA WEALTH MANAGEMENT, LLC's Forward Air position peaked at $869 in Q1 2015.
168 funds tracked by Wall St. Rank held Forward Air as of Q1 2017.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q1 2017, filed 27 Jul 2026.