WR Wealth Planners’s Forward Air FWRD Stock Holding History

WR Wealth Planners’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 Q2	–	Sell	-92	Closed	-$9.91K	–	925
2023 Q1	$9.91K	Buy	+92	New	+$9.66K	﹤0.01%	559

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WR Wealth Planners's FWRD Position: Q2 2023 in Review

WR Wealth Planners sold out of Forward Air (FWRD) in Q2 2023, closing a stake of 92 shares — an estimated $9.91K sold.

WR Wealth Planners first reported a position in FWRD in Q1 2023 and held it in 1 quarter. The position peaked at $9.91K in Q1 2023. 245 funds tracked by Wall St. Rank hold FWRD as of Q2 2023.

WR Wealth Planners reported no remaining Forward Air position as of Q2 2023 after selling out during the quarter.
WR Wealth Planners sold 92 Forward Air shares in Q2 2023, an estimated $9.91K.
WR Wealth Planners first reported a position in Forward Air in Q1 2023 and held it in 1 quarter.
WR Wealth Planners's Forward Air position peaked at $9.91K in Q1 2023.
245 funds tracked by Wall St. Rank held Forward Air as of Q2 2023.

Based on WR Wealth Planners's 13F filing for Q2 2023, filed 1 Aug 2024.