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West Branch Capital’s Forward Air FWRD Stock Holding History

West Branch Capital’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
2024
Q1 		– Sell
-65
Closed -$4.09K – 431
2023
Q4 		$4.09K Hold
65
– – ﹤0.01% 351
2023
Q3 		$4.47K Buy
+65
New +$5.72K ﹤0.01% 350

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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
CCG
Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RPM
Ridgemont Partners Management Charlotte, North Carolina $49.7M AUM 26.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

West Branch Capital's FWRD Position: Q1 2024 in Review

West Branch Capital sold out of Forward Air (FWRD) in Q1 2024, closing a stake of 65 shares — an estimated $4.09K sold.

West Branch Capital first reported a position in FWRD in Q3 2023 and held it in 2 quarters. The position peaked at $4.47K in Q3 2023. 225 funds tracked by Wall St. Rank hold FWRD as of Q1 2024.

  • West Branch Capital reported no remaining Forward Air position as of Q1 2024 after selling out during the quarter.
  • West Branch Capital sold 65 Forward Air shares in Q1 2024, an estimated $4.09K.
  • West Branch Capital first reported a position in Forward Air in Q3 2023 and held it in 2 quarters.
  • West Branch Capital's Forward Air position peaked at $4.47K in Q3 2023.
  • 225 funds tracked by Wall St. Rank held Forward Air as of Q1 2024.

Based on West Branch Capital's 13F filing for Q1 2024, filed 24 Apr 2024.