Westwood Holdings Group’s Forward Air FWRD Stock Holding History

Westwood Holdings Group’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
2023 Q3	–	Sell	-5,224	Closed	-$554K	–	466
2023 Q2	$554K	Buy	+5,224	New	+$535K	0.01%	382

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

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Westwood Holdings Group's FWRD Position: Q3 2023 in Review

Westwood Holdings Group sold out of Forward Air (FWRD) in Q3 2023, closing a stake of 5,224 shares — an estimated $554K sold.

Westwood Holdings Group first reported a position in FWRD in Q2 2023 and held it in 1 quarter. The position peaked at $554K in Q2 2023. 251 funds tracked by Wall St. Rank hold FWRD as of Q3 2023.

Westwood Holdings Group reported no remaining Forward Air position as of Q3 2023 after selling out during the quarter.
Westwood Holdings Group sold 5,224 Forward Air shares in Q3 2023, an estimated $554K.
Westwood Holdings Group first reported a position in Forward Air in Q2 2023 and held it in 1 quarter.
Westwood Holdings Group's Forward Air position peaked at $554K in Q2 2023.
251 funds tracked by Wall St. Rank held Forward Air as of Q3 2023.

Based on Westwood Holdings Group's 13F filing for Q3 2023, filed 14 Nov 2023.