AJ Wealth Strategies’s Ford F Stock Holding History

AJ Wealth Strategies’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
2023 Q2	$332K	Buy	21,934 +465	+2%	+$5.88K	0.02%	221
2023 Q1	$271K	Sell	21,469 -21,270	-50%	-$266K	0.01%	239
2022 Q4	$497K	Buy	42,739 +77	+0.2%	+$989	0.03%	181
2022 Q3	$478K	Buy	42,662 +11,237	+36%	+$157K	0.03%	187
2022 Q2	$350K	Buy	31,425 +51	+0.2%	+$698	0.02%	221
2022 Q1	$531K	Buy	31,374 +820	+3%	+$15.6K	0.03%	195
2021 Q4	$635K	Buy	30,554 +31	+0.1%	+$571	0.03%	174
2021 Q3	$432K	Buy	30,523 +650	+2%	+$8.84K	0.02%	202
2021 Q2	$444K	Buy	29,873 +11,711	+64%	+$156K	0.03%	190
2021 Q1	$222K	Buy	18,162 +7,000	+63%	+$80.1K	0.02%	242
2020 Q4	$98K	Buy	11,162 +1,000	+10%	+$8.37K	0.01%	234
2020 Q3	$68K	Hold	10,162	–	–	0.01%	217
2020 Q2	$62K	Buy	+10,162	New	+$56.3K	0.01%	201

Other funds holding F

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AJ Wealth Strategies's F Position: Q2 2023 in Review

AJ Wealth Strategies increased its Ford (F) stake by 2.2% in Q2 2023, buying an estimated $5.88K and bringing the position to 21,934 shares worth $332K. The position accounts for 0.02% of the portfolio, ranked #221.

AJ Wealth Strategies first reported a position in F in Q2 2020 and has held it in 13 quarters since. The position peaked at $635K in Q4 2021. 1,649 funds tracked by Wall St. Rank hold F as of Q2 2023.

AJ Wealth Strategies held 21,934 shares of Ford worth $332K as of Q2 2023.
AJ Wealth Strategies bought 465 Ford shares in Q2 2023, an estimated $5.88K.
Ford made up 0.02% of AJ Wealth Strategies's portfolio in Q2 2023, its #221 holding.
AJ Wealth Strategies first reported a position in Ford in Q2 2020 and has held it in 13 quarters since.
AJ Wealth Strategies's Ford position peaked at $635K in Q4 2021.
1,649 funds tracked by Wall St. Rank held Ford as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.