West Paces Advisors’s Forward Air FWRD Stock Holding History

West Paces Advisors’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
2022 Q3	–	Sell	-31	Closed	-$2.85K	–	542
2022 Q2	$2.85K	Hold	31	–	–	﹤0.01%	462
2022 Q1	$3.03K	Hold	31	–	–	﹤0.01%	460
2021 Q4	$3.75K	Buy	31 +3	+11%	+$307	﹤0.01%	458
2021 Q3	$2.33K	Hold	28	–	–	﹤0.01%	494
2021 Q2	$2.51K	Buy	+28	New	+$2.58K	﹤0.01%	506

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

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 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

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

West Paces Advisors's FWRD Position: Q3 2022 in Review

West Paces Advisors sold out of Forward Air (FWRD) in Q3 2022, closing a stake of 31 shares — an estimated $2.85K sold.

West Paces Advisors first reported a position in FWRD in Q2 2021 and held it in 5 quarters. The position peaked at $3.75K in Q4 2021. 247 funds tracked by Wall St. Rank hold FWRD as of Q3 2022.

West Paces Advisors reported no remaining Forward Air position as of Q3 2022 after selling out during the quarter.
West Paces Advisors sold 31 Forward Air shares in Q3 2022, an estimated $2.85K.
West Paces Advisors first reported a position in Forward Air in Q2 2021 and held it in 5 quarters.
West Paces Advisors's Forward Air position peaked at $3.75K in Q4 2021.
247 funds tracked by Wall St. Rank held Forward Air as of Q3 2022.

Based on West Paces Advisors's 13F filing for Q3 2022, filed 19 Dec 2023.