Acima Private Wealth’s Ford F Stock Holding History

Acima Private Wealth’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 Q2	–	Sell	-500	Closed	-$6.64K	–	188
2024 Q1	$6.64K	Sell	500 -2,000	-80%	-$24.2K	﹤0.01%	184
2023 Q4	$30.5K	Hold	2,500	–	–	0.01%	172
2023 Q3	$31.1K	Hold	2,500	–	–	0.01%	172
2023 Q2	$37.8K	Hold	2,500	–	–	0.02%	175
2023 Q1	$31.5K	Hold	2,500	–	–	0.02%	181
2022 Q4	$29.1K	Hold	2,500	–	–	0.01%	173
2022 Q3	$28K	Hold	2,500	–	–	0.01%	175
2022 Q2	$27.8K	Hold	2,500	–	–	0.01%	176
2022 Q1	$42K	Hold	2,500	–	–	0.02%	175
2021 Q4	$52K	Buy	2,500 +2,000	+400%	+$36.8K	0.02%	168
2021 Q3	$7K	Hold	500	–	–	﹤0.01%	213
2021 Q2	$7K	Hold	500	–	–	﹤0.01%	210
2021 Q1	$6K	Hold	500	–	–	﹤0.01%	213
2020 Q4	$4K	Hold	500	–	–	﹤0.01%	220
2020 Q3	$3K	Hold	500	–	–	﹤0.01%	211
2020 Q2	$3K	Hold	500	–	–	﹤0.01%	228
2020 Q1	$2K	Hold	500	–	–	﹤0.01%	248
2019 Q4	$5K	Buy	+500	New	+$4.5K	﹤0.01%	264

Other funds holding F

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 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

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM