Adamsbrown Wealth Consultants’s Ford F Stock Holding History

Adamsbrown Wealth Consultants’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	-13,631	Closed	-$166K	–	85
2023 Q4	$166K	Buy	13,631 +465	+4%	+$5.17K	0.07%	81
2023 Q3	$164K	Buy	13,166 +466	+4%	+$6.05K	0.08%	79
2023 Q2	$192K	Buy	12,700 +136	+1%	+$1.72K	0.1%	74
2023 Q1	$158K	Buy	12,564 +134	+1%	+$1.68K	0.09%	74
2022 Q4	$145K	Buy	12,430 +70	+0.6%	+$899	0.09%	75
2022 Q3	$138K	Buy	12,360 +307	+3%	+$4.3K	0.11%	75
2022 Q2	$134K	Buy	+12,053	New	+$165K	0.11%	85

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 $3.38T AUM 44.17% 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

Adamsbrown Wealth Consultants's F Position: Q1 2024 in Review

Adamsbrown Wealth Consultants sold out of Ford (F) in Q1 2024, closing a stake of 13,631 shares — an estimated $166K sold.

Adamsbrown Wealth Consultants first reported a position in F in Q2 2022 and held it in 7 quarters. The position peaked at $192K in Q2 2023. 1,685 funds tracked by Wall St. Rank hold F as of Q1 2024.

Adamsbrown Wealth Consultants reported no remaining Ford position as of Q1 2024 after selling out during the quarter.
Adamsbrown Wealth Consultants sold 13,631 Ford shares in Q1 2024, an estimated $166K.
Adamsbrown Wealth Consultants first reported a position in Ford in Q2 2022 and held it in 7 quarters.
Adamsbrown Wealth Consultants's Ford position peaked at $192K in Q2 2023.
1,685 funds tracked by Wall St. Rank held Ford as of Q1 2024.

Based on Adamsbrown Wealth Consultants's 13F filing for Q1 2024, filed 30 Apr 2024.