Able Wealth Management’s Ford F Stock Holding History

Able 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 Q1	–	Sell	-2,625	Closed	-$32K	–	241
2023 Q4	$32K	Buy	+2,625	New	+$29.2K	0.03%	168

Other funds holding F

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Able Wealth Management's F Position: Q1 2024 in Review

Able Wealth Management sold out of Ford (F) in Q1 2024, closing a stake of 2,625 shares — an estimated $32K sold.

Able Wealth Management first reported a position in F in Q4 2023 and held it in 1 quarter. The position peaked at $32K in Q4 2023. 1,684 funds tracked by Wall St. Rank hold F as of Q1 2024.

Able Wealth Management reported no remaining Ford position as of Q1 2024 after selling out during the quarter.
Able Wealth Management sold 2,625 Ford shares in Q1 2024, an estimated $32K.
Able Wealth Management first reported a position in Ford in Q4 2023 and held it in 1 quarter.
Able Wealth Management's Ford position peaked at $32K in Q4 2023.
1,684 funds tracked by Wall St. Rank held Ford as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.