AF
F icon

Apexium Financial’s Ford F Stock Holding History

Apexium Financial’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
Q1 		– Sell
-233,192
Closed -$2.84M – 244
2023
Q4 		$2.84M Buy
233,192
+215,000
+1,182% +$2.39M 0.2% 56
2023
Q3 		$226K Hold
18,192
– – 0.02% 194
2023
Q2 		$275K Buy
18,192
+300
+2% +$3.79K 0.02% 182
2023
Q1 		$225K Sell
17,892
-2,628
-13% -$32.9K 0.02% 188
2022
Q4 		$239K Buy
20,520
+2,328
+13% +$29.9K 0.02% 185
2022
Q3 		$204K Buy
18,192
+6,752
+59% +$94.5K 0.03% 186
2022
Q2 		$127K Buy
+11,440
New +$157K 0.07% 94

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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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM