AWM
F icon

Avondale Wealth Management’s Ford F Stock Holding History

Avondale 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
2023
Q1 		– Sell
-7,000
Closed -$81.4K – 132
2022
Q4 		$81.4K Buy
+7,000
New +$89.9K 0.07% 58
2022
Q2 		– Sell
-219
Closed -$4K – 123
2022
Q1 		$4K Buy
+219
New +$4.16K ﹤0.01% 111
2019
Q3 		– Sell
-69
Closed -$1K – 104
2019
Q2 		$1K Hold
69
– – ﹤0.01% 112
2019
Q1 		$1K Hold
69
– – ﹤0.01% 115
2018
Q4 		$1K Hold
69
– – ﹤0.01% 112
2018
Q3 		$1K Hold
69
– – ﹤0.01% 97
2018
Q2 		$1K Hold
69
– – ﹤0.01% 96
2018
Q1 		$0 Hold
69
– – ﹤0.01% 106
2017
Q4 		$1K Buy
+69
New +$850 ﹤0.01% 118

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Avondale Wealth Management's F Position: Q1 2023 in Review

Avondale Wealth Management sold out of Ford (F) in Q1 2023, closing a stake of 7,000 shares — an estimated $81.4K sold.

Avondale Wealth Management first reported a position in F in Q4 2017 and held it in 9 quarters. The position peaked at $81.4K in Q4 2022. 1,655 funds tracked by Wall St. Rank hold F as of Q1 2023.

  • Avondale Wealth Management reported no remaining Ford position as of Q1 2023 after selling out during the quarter.
  • Avondale Wealth Management sold 7,000 Ford shares in Q1 2023, an estimated $81.4K.
  • Avondale Wealth Management first reported a position in Ford in Q4 2017 and held it in 9 quarters.
  • Avondale Wealth Management's Ford position peaked at $81.4K in Q4 2022.
  • 1,655 funds tracked by Wall St. Rank held Ford as of Q1 2023.

Based on Avondale Wealth Management's 13F filing for Q1 2023, filed 5 Apr 2023.