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9258 Wealth Management’s Ford F Stock Holding History

9258 Wealth Management’s Portfolio F Stock Details F Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$782K Buy
74,072
+2,718
+4% +$31.1K 0.12% 146
2024
Q2 		$895K Sell
71,354
-264
-0.4% -$3.27K 0.14% 130
2024
Q1 		$951K Buy
71,618
+3,580
+5% +$43.4K 0.15% 130
2023
Q4 		$829K Buy
68,038
+623
+0.9% +$6.93K 0.15% 133
2023
Q3 		$837K Sell
67,415
-19
-0% -$247 0.16% 121
2023
Q2 		$1.02M Buy
67,434
+45
+0.1% +$569 0.19% 99
2023
Q1 		$849K Buy
67,389
+326
+0.5% +$4.08K 0.17% 115
2022
Q4 		$780K Buy
67,063
+52
+0.1% +$668 0.17% 118
2022
Q3 		$751K Buy
67,011
+46,211
+222% +$647K 0.19% 114
2022
Q2 		$232K Sell
20,800
-6,966
-25% -$95.4K 0.06% 292
2022
Q1 		$470K Sell
27,766
-1,873
-6% -$35.6K 0.11% 199
2021
Q4 		$616K Buy
29,639
+8,832
+42% +$163K 0.14% 158
2021
Q3 		$295K Buy
20,807
+1,500
+8% +$20.4K 0.08% 263
2021
Q2 		$287K Hold
19,307
– – 0.08% 271
2021
Q1 		$237K Buy
19,307
+550
+3% +$6.29K 0.07% 278
2020
Q4 		$165K Buy
18,757
+1,106
+6% +$9.26K 0.05% 295
2020
Q3 		$136K Buy
17,651
+1,119
+7% +$7.58K 0.05% 281
2020
Q2 		$101K Hold
16,532
– – 0.04% 272
2020
Q1 		$85K Sell
16,532
-10,702
-39% -$80.2K 0.04% 262
2019
Q4 		$253K Buy
+27,234
New +$245K 0.09% 238

Other funds holding F

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

9258 Wealth Management's F Position: Q3 2024 in Review

9258 Wealth Management increased its Ford (F) stake by 3.8% in Q3 2024, buying an estimated $31.1K and bringing the position to 74,072 shares worth $782K. The position accounts for 0.12% of the portfolio, ranked #146.

9258 Wealth Management first reported a position in F in Q4 2019 and has held it in 20 quarters since. The position peaked at $1.02M in Q2 2023. 1,627 funds tracked by Wall St. Rank hold F as of Q3 2024.

  • 9258 Wealth Management held 74,072 shares of Ford worth $782K as of Q3 2024.
  • 9258 Wealth Management bought 2,718 Ford shares in Q3 2024, an estimated $31.1K.
  • Ford made up 0.12% of 9258 Wealth Management's portfolio in Q3 2024, its #146 holding.
  • 9258 Wealth Management first reported a position in Ford in Q4 2019 and has held it in 20 quarters since.
  • 9258 Wealth Management's Ford position peaked at $1.02M in Q2 2023.
  • 1,627 funds tracked by Wall St. Rank held Ford as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.