AWA
F icon

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return