Atlas Private Wealth Advisors’s Ford F Stock Holding History

Atlas Private 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	-144,654	Closed	-$1.8M	–	169
2023 Q3	$1.8M	Buy	144,654 +3,806	+3%	+$49.4K	0.34%	50
2023 Q2	$2.13M	Buy	140,848 +74,642	+113%	+$944K	0.43%	38
2023 Q1	$834K	Buy	66,206 +47	+0.1%	+$588	0.39%	52
2022 Q4	$769K	Sell	66,159 -342	-0.5%	-$4.39K	0.41%	54
2022 Q3	$745K	Buy	66,501 +3,051	+5%	+$42.7K	0.45%	50
2022 Q2	$706K	Buy	+63,450	New	+$869K	0.42%	57
2021 Q4	–	Sell	-957	Closed	-$14K	–	336
2021 Q3	$14K	Buy	957 +2	+0.2%	+$27	0.01%	414
2021 Q2	$14K	Sell	955 -7	-0.7%	-$93	0.01%	416
2021 Q1	$12K	Sell	962 -238	-20%	-$2.72K	0.01%	462
2020 Q4	$11K	Hold	1,200	–	–	0.01%	412
2020 Q3	$8K	Sell	1,200 -300	-20%	-$2.03K	0.01%	416
2020 Q2	$9K	Buy	+1,500	New	+$8.31K	0.01%	421

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

Atlas Private Wealth Advisors's F Position: Q4 2023 in Review

Atlas Private Wealth Advisors sold out of Ford (F) in Q4 2023, closing a stake of 144,654 shares — an estimated $1.8M sold.

Atlas Private Wealth Advisors first reported a position in F in Q2 2020 and held it in 12 quarters. The position peaked at $2.13M in Q2 2023. 1,682 funds tracked by Wall St. Rank hold F as of Q4 2023.

Atlas Private Wealth Advisors reported no remaining Ford position as of Q4 2023 after selling out during the quarter.
Atlas Private Wealth Advisors sold 144,654 Ford shares in Q4 2023, an estimated $1.8M.
Atlas Private Wealth Advisors first reported a position in Ford in Q2 2020 and held it in 12 quarters.
Atlas Private Wealth Advisors's Ford position peaked at $2.13M in Q2 2023.
1,682 funds tracked by Wall St. Rank held Ford as of Q4 2023.

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