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B.O.S.S. Retirement Advisors’s Ford F Stock Holding History

B.O.S.S. Retirement 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
2024
Q4 		– Sell
-123,523
Closed -$1.3M – 223
2024
Q3 		$1.3M Buy
123,523
+7,021
+6% +$80.3K 0.26% 98
2024
Q2 		$1.46M Sell
116,502
-7,309
-6% -$90.4K 0.37% 71
2024
Q1 		$1.51M Sell
123,811
-15,674
-11% -$190K 0.58% 66
2023
Q4 		$1.7M Sell
139,485
-15,244
-10% -$170K 0.33% 99
2023
Q3 		$1.92M Sell
154,729
-15,246
-9% -$198K 0.41% 77
2023
Q2 		$2.57M Buy
+169,975
New +$2.15M 0.55% 42

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

B.O.S.S. Retirement Advisors's F Position: Q4 2024 in Review

B.O.S.S. Retirement Advisors sold out of Ford (F) in Q4 2024, closing a stake of 123,523 shares — an estimated $1.3M sold.

B.O.S.S. Retirement Advisors first reported a position in F in Q2 2023 and held it in 6 quarters. The position peaked at $2.57M in Q2 2023. 1,685 funds tracked by Wall St. Rank hold F as of Q4 2024.

  • B.O.S.S. Retirement Advisors reported no remaining Ford position as of Q4 2024 after selling out during the quarter.
  • B.O.S.S. Retirement Advisors sold 123,523 Ford shares in Q4 2024, an estimated $1.3M.
  • B.O.S.S. Retirement Advisors first reported a position in Ford in Q2 2023 and held it in 6 quarters.
  • B.O.S.S. Retirement Advisors's Ford position peaked at $2.57M in Q2 2023.
  • 1,685 funds tracked by Wall St. Rank held Ford as of Q4 2024.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.