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Alterity Financial Group’s Ford F Stock Holding History

Alterity Financial Group’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 		– Sell
-11,560
Closed -$146K – 78
2023
Q1 		$146K Sell
11,560
-895
-7% -$11.2K 0.21% 74
2022
Q4 		$145K Sell
12,455
-417
-3% -$5.36K 0.23% 73
2022
Q3 		$144K Sell
12,872
-646
-5% -$9.04K 0.23% 78
2022
Q2 		$150K Buy
+13,518
New +$185K 0.22% 77
2021
Q4 		$250K Buy
+12,041
New +$222K 0.27% 83
2021
Q1 		$226K Buy
+13,354
New +$153K 0.27% 75

Other funds holding F

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Alterity Financial Group's F Position: Q2 2023 in Review

Alterity Financial Group sold out of Ford (F) in Q2 2023, closing a stake of 11,560 shares — an estimated $146K sold.

Alterity Financial Group first reported a position in F in Q1 2021 and held it in 6 quarters. The position peaked at $250K in Q4 2021. 1,648 funds tracked by Wall St. Rank hold F as of Q2 2023.

  • Alterity Financial Group reported no remaining Ford position as of Q2 2023 after selling out during the quarter.
  • Alterity Financial Group sold 11,560 Ford shares in Q2 2023, an estimated $146K.
  • Alterity Financial Group first reported a position in Ford in Q1 2021 and held it in 6 quarters.
  • Alterity Financial Group's Ford position peaked at $250K in Q4 2021.
  • 1,648 funds tracked by Wall St. Rank held Ford as of Q2 2023.

Based on Alterity Financial Group's 13F filing for Q2 2023, filed 18 Jul 2023.