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Aries Wealth Management’s Ford F Stock Holding History

Aries Wealth Management’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
2019
Q3 		– Sell
-10,213
Closed -$104K – 162
2019
Q2 		$104K Sell
10,213
-1,354
-12% -$13.3K 0.07% 153
2019
Q1 		$102K Sell
11,567
-400
-3% -$3.44K 0.08% 148
2018
Q4 		$92K Sell
11,967
-13,282
-53% -$118K 0.1% 108
2018
Q3 		$234K Sell
25,249
-1,538
-6% -$15.4K 0.21% 110
2018
Q2 		$269K Sell
26,787
-648
-2% -$7.42K 0.25% 96
2018
Q1 		$314K Sell
27,435
-5,000
-15% -$56.4K 0.3% 89
2017
Q4 		$389K Buy
+32,435
New +$399K 0.36% 77

Other funds holding F

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Aries Wealth Management's F Position: Q3 2019 in Review

Aries Wealth Management sold out of Ford (F) in Q3 2019, closing a stake of 10,213 shares — an estimated $104K sold.

Aries Wealth Management first reported a position in F in Q4 2017 and held it in 7 quarters. The position peaked at $389K in Q4 2017. 1,105 funds tracked by Wall St. Rank hold F as of Q3 2019.

  • Aries Wealth Management reported no remaining Ford position as of Q3 2019 after selling out during the quarter.
  • Aries Wealth Management sold 10,213 Ford shares in Q3 2019, an estimated $104K.
  • Aries Wealth Management first reported a position in Ford in Q4 2017 and held it in 7 quarters.
  • Aries Wealth Management's Ford position peaked at $389K in Q4 2017.
  • 1,105 funds tracked by Wall St. Rank held Ford as of Q3 2019.

Based on Aries Wealth Management's 13F filing for Q3 2019, filed 22 Oct 2019.