Altium Wealth Management’s Ford F Stock Holding History

Altium Wealth Management’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
2020 Q2	–	Sell	-22,324	Closed	-$108K	–	333
2020 Q1	$108K	Buy	22,324 +8,148	+57%	+$61.1K	0.01%	305
2019 Q4	$132K	Buy	14,176 +1,486	+12%	+$13.4K	0.02%	277
2019 Q3	$116K	Buy	12,690 +985	+8%	+$9.36K	0.02%	277
2019 Q2	$120K	Sell	11,705 -334	-3%	-$3.29K	0.02%	268
2019 Q1	$106K	Buy	12,039 +71	+0.6%	+$610	0.02%	272
2018 Q4	$92K	Buy	+11,968	New	+$107K	0.02%	259
2018 Q2	–	Sell	-13,788	Closed	-$153K	–	268
2018 Q1	$153K	Buy	+13,788	New	+$156K	0.06%	164

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

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

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

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Altium Wealth Management's F Position: Q2 2020 in Review

Altium Wealth Management sold out of Ford (F) in Q2 2020, closing a stake of 22,324 shares — an estimated $108K sold.

Altium Wealth Management first reported a position in F in Q1 2018 and held it in 7 quarters. The position peaked at $153K in Q1 2018. 1,093 funds tracked by Wall St. Rank hold F as of Q2 2020.

Altium Wealth Management reported no remaining Ford position as of Q2 2020 after selling out during the quarter.
Altium Wealth Management sold 22,324 Ford shares in Q2 2020, an estimated $108K.
Altium Wealth Management first reported a position in Ford in Q1 2018 and held it in 7 quarters.
Altium Wealth Management's Ford position peaked at $153K in Q1 2018.
1,093 funds tracked by Wall St. Rank held Ford as of Q2 2020.

Based on Altium Wealth Management's 13F filing for Q2 2020, filed 31 Jul 2020.