WealthShield Partners’s Forward Air FWRD Stock Holding History

WealthShield Partners’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
2021 Q4	–	Sell	-5,207	Closed	-$432K	–	289
2021 Q3	$432K	Buy	+5,207	New	+$455K	0.12%	155

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

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 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

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

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

WealthShield Partners's FWRD Position: Q4 2021 in Review

WealthShield Partners sold out of Forward Air (FWRD) in Q4 2021, closing a stake of 5,207 shares — an estimated $432K sold.

WealthShield Partners first reported a position in FWRD in Q3 2021 and held it in 1 quarter. The position peaked at $432K in Q3 2021. 240 funds tracked by Wall St. Rank hold FWRD as of Q4 2021.

WealthShield Partners reported no remaining Forward Air position as of Q4 2021 after selling out during the quarter.
WealthShield Partners sold 5,207 Forward Air shares in Q4 2021, an estimated $432K.
WealthShield Partners first reported a position in Forward Air in Q3 2021 and held it in 1 quarter.
WealthShield Partners's Forward Air position peaked at $432K in Q3 2021.
240 funds tracked by Wall St. Rank held Forward Air as of Q4 2021.

Based on WealthShield Partners's 13F filing for Q4 2021, filed 10 Feb 2022.