Avitas Wealth Management’s Ford F Stock Holding History

Avitas 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
2024 Q4	$1.19M	Buy	120,083 +793	+0.7%	+$8.46K	0.16%	128
2024 Q3	$1.26M	Buy	119,290 +1,612	+1%	+$18.4K	0.18%	128
2024 Q2	$1.48M	Buy	117,678 +97	+0.1%	+$1.2K	0.22%	110
2024 Q1	$1.56M	Sell	117,581 -56,845	-33%	-$689K	0.24%	112
2023 Q4	$2.13M	Buy	+174,426	New	+$1.94M	0.36%	82
2023 Q1	–	Sell	-76,406	Closed	-$889K	–	204
2022 Q4	$889K	Buy	+76,406	New	+$982K	0.19%	119
2022 Q2	–	Sell	-216,165	Closed	-$3.65M	–	205
2022 Q1	$3.65M	Buy	216,165 +3,895	+2%	+$74.1K	0.66%	44
2021 Q4	$4.41M	Buy	212,270 +77,307	+57%	+$1.42M	0.74%	53
2021 Q3	$1.91M	Sell	134,963 -32,816	-20%	-$446K	0.35%	105
2021 Q2	$2.49M	Buy	+167,779	New	+$2.23M	0.44%	91

Other funds holding F

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Avitas Wealth Management's F Position: Q4 2024 in Review

Avitas Wealth Management increased its Ford (F) stake by 0.66% in Q4 2024, buying an estimated $8.46K and bringing the position to 120,083 shares worth $1.19M. The position accounts for 0.16% of the portfolio, ranked #128.

Avitas Wealth Management first reported a position in F in Q2 2021 and has held it in 10 quarters since. The position peaked at $4.41M in Q4 2021. 1,681 funds tracked by Wall St. Rank hold F as of Q4 2024.

Avitas Wealth Management held 120,083 shares of Ford worth $1.19M as of Q4 2024.
Avitas Wealth Management bought 793 Ford shares in Q4 2024, an estimated $8.46K.
Ford made up 0.16% of Avitas Wealth Management's portfolio in Q4 2024, its #128 holding.
Avitas Wealth Management first reported a position in Ford in Q2 2021 and has held it in 10 quarters since.
Avitas Wealth Management's Ford position peaked at $4.41M in Q4 2021.
1,681 funds tracked by Wall St. Rank held Ford as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.