AFA
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American Financial Advisors’s Ford F Stock Holding History

American 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
2024
Q3 		– Sell
-11,778
Closed -$148K – 147
2024
Q2 		$148K Sell
11,778
-687
-6% -$8.5K 0.02% 141
2024
Q1 		$166K Buy
12,465
+469
+4% +$5.68K 0.02% 147
2023
Q4 		$146K Buy
11,996
+86
+0.7% +$957 0.02% 141
2023
Q3 		$148K Buy
11,910
+1,831
+18% +$23.8K 0.02% 131
2023
Q2 		$152K Sell
10,079
-31
-0.3% -$392 0.02% 127
2023
Q1 		$127K Buy
+10,110
New +$127K 0.02% 126
2022
Q2 		– Sell
-10,157
Closed -$172K – 98
2022
Q1 		$172K Buy
+10,157
New +$193K 0.02% 126

Other funds holding F

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return