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Wealthspire Advisors (Maryland)’s Forward Air FWRD Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-51
Closed -$3K – 1039
2019
Q1 		$3K Sell
51
-50
-50% -$3.06K ﹤0.01% 1998
2018
Q4 		$6K Buy
101
+26
+35% +$1.6K ﹤0.01% 1653
2018
Q3 		$5K Buy
75
+21
+39% +$1.33K ﹤0.01% 1790
2018
Q2 		$3K Buy
54
+34
+170% +$1.95K ﹤0.01% 2001
2018
Q1 		$1K Hold
20
– – ﹤0.01% 2334
2017
Q4 		$1K Buy
20
+11
+122% +$629 ﹤0.01% 2276
2017
Q3 		$1K Buy
+9
New +$475 ﹤0.01% 2093
2016
Q1 		– Sell
-7
Closed – – 1776
2015
Q4 		$0 Buy
+7
New +$314 ﹤0.01% 1733

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s FWRD Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Forward Air (FWRD) in Q2 2019, closing a stake of 51 shares — an estimated $3K sold.

Wealthspire Advisors (Maryland) first reported a position in FWRD in Q4 2015 and held it in 8 quarters. The position peaked at $6K in Q4 2018. 232 funds tracked by Wall St. Rank hold FWRD as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Forward Air position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 51 Forward Air shares in Q2 2019, an estimated $3K.
  • Wealthspire Advisors (Maryland) first reported a position in Forward Air in Q4 2015 and held it in 8 quarters.
  • Wealthspire Advisors (Maryland)'s Forward Air position peaked at $6K in Q4 2018.
  • 232 funds tracked by Wall St. Rank held Forward Air as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.