AF
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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

Other funds holding F

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Apexium Financial's F Position: Q1 2024 in Review

Apexium Financial sold out of Ford (F) in Q1 2024, closing a stake of 233,192 shares — an estimated $2.84M sold.

Apexium Financial first reported a position in F in Q2 2022 and held it in 7 quarters. The position peaked at $2.84M in Q4 2023. 1,684 funds tracked by Wall St. Rank hold F as of Q1 2024.

  • Apexium Financial reported no remaining Ford position as of Q1 2024 after selling out during the quarter.
  • Apexium Financial sold 233,192 Ford shares in Q1 2024, an estimated $2.84M.
  • Apexium Financial first reported a position in Ford in Q2 2022 and held it in 7 quarters.
  • Apexium Financial's Ford position peaked at $2.84M in Q4 2023.
  • 1,684 funds tracked by Wall St. Rank held Ford as of Q1 2024.

Based on Apexium Financial's 13F filing for Q1 2024, filed 19 Apr 2024.