Amplius Wealth Advisors’s Ford F Stock Holding History

Amplius 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	-13,735	Closed	-$171K	–	175
2023 Q3	$171K	Sell	13,735 -999	-7%	-$13K	0.02%	158
2023 Q2	$223K	Sell	14,734 -137	-0.9%	-$1.73K	0.03%	151
2023 Q1	$187K	Buy	14,871 +1,097	+8%	+$13.7K	0.03%	159
2022 Q4	$160K	Sell	13,774 -503	-4%	-$6.46K	0.03%	157
2022 Q3	$160K	Buy	14,277 +1,160	+9%	+$16.2K	0.03%	154
2022 Q2	$145K	Buy	13,117 +106	+0.8%	+$1.45K	0.02%	164
2022 Q1	$220K	Sell	13,011 -858	-6%	-$16.3K	0.03%	162
2021 Q4	$288K	Buy	+13,869	New	+$255K	0.04%	158

Other funds holding F

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Amplius Wealth Advisors sold out of Ford (F) in Q4 2023, closing a stake of 13,735 shares — an estimated $171K sold.

Amplius Wealth Advisors first reported a position in F in Q4 2021 and held it in 8 quarters. The position peaked at $288K in Q4 2021. 1,682 funds tracked by Wall St. Rank hold F as of Q4 2023.

Amplius Wealth Advisors reported no remaining Ford position as of Q4 2023 after selling out during the quarter.
Amplius Wealth Advisors sold 13,735 Ford shares in Q4 2023, an estimated $171K.
Amplius Wealth Advisors first reported a position in Ford in Q4 2021 and held it in 8 quarters.
Amplius Wealth Advisors's Ford position peaked at $288K in Q4 2021.
1,682 funds tracked by Wall St. Rank held Ford as of Q4 2023.

Based on Amplius Wealth Advisors's 13F filing for Q4 2023, filed 10 Jan 2024.