AllGen Financial Advisors’s Ford F Stock Holding History

AllGen Financial Advisors’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
2022 Q4	–	Sell	-52,617	Closed	-$906K	–	39
2022 Q3	$906K	Buy	+52,617	New	+$736K	0.71%	29

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

AllGen Financial Advisors's F Position: Q4 2022 in Review

AllGen Financial Advisors sold out of Ford (F) in Q4 2022, closing a stake of 52,617 shares — an estimated $906K sold.

AllGen Financial Advisors first reported a position in F in Q3 2022 and held it in 1 quarter. The position peaked at $906K in Q3 2022. 1,697 funds tracked by Wall St. Rank hold F as of Q4 2022.

AllGen Financial Advisors reported no remaining Ford position as of Q4 2022 after selling out during the quarter.
AllGen Financial Advisors sold 52,617 Ford shares in Q4 2022, an estimated $906K.
AllGen Financial Advisors first reported a position in Ford in Q3 2022 and held it in 1 quarter.
AllGen Financial Advisors's Ford position peaked at $906K in Q3 2022.
1,697 funds tracked by Wall St. Rank held Ford as of Q4 2022.

Based on AllGen Financial Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.