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Alta Wealth Advisors’s Ford F Stock Holding History

Alta Wealth 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
2023
Q4 		– Sell
-10,182
Closed -$126K – 129
2023
Q3 		$126K Buy
+10,182
New +$132K 0.08% 127
2023
Q1 		– Sell
-11,338
Closed -$132K – 146
2022
Q4 		$132K Buy
11,338
+3
+0% +$39 0.09% 140
2022
Q3 		$127K Sell
11,335
-5,248
-32% -$73.4K 0.09% 134
2022
Q2 		$183K Buy
16,583
+4,852
+41% +$66.4K 0.13% 134
2022
Q1 		$198K Sell
11,731
-998
-8% -$19K 0.12% 142
2021
Q4 		$264K Sell
12,729
-59
-0.5% -$1.09K 0.16% 133
2021
Q3 		$181K Buy
+12,788
New +$174K 0.13% 140

Other funds holding F

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Alta Wealth Advisors's F Position: Q4 2023 in Review

Alta Wealth Advisors sold out of Ford (F) in Q4 2023, closing a stake of 10,182 shares — an estimated $126K sold.

Alta Wealth Advisors first reported a position in F in Q3 2021 and held it in 7 quarters. The position peaked at $264K in Q4 2021. 1,682 funds tracked by Wall St. Rank hold F as of Q4 2023.

  • Alta Wealth Advisors reported no remaining Ford position as of Q4 2023 after selling out during the quarter.
  • Alta Wealth Advisors sold 10,182 Ford shares in Q4 2023, an estimated $126K.
  • Alta Wealth Advisors first reported a position in Ford in Q3 2021 and held it in 7 quarters.
  • Alta Wealth Advisors's Ford position peaked at $264K in Q4 2021.
  • 1,682 funds tracked by Wall St. Rank held Ford as of Q4 2023.

Based on Alta Wealth Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.