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B. Riley Wealth Management’s Ford F Stock Holding History

B. Riley 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
2022
Q2 		$91.8K Buy
260,192
+36,169
+16% +$495K 0.11% 58
2022
Q1 		$3.79M Buy
224,023
+19,276
+9% +$367K 0.29% 87
2021
Q4 		$4.25M Buy
204,747
+11,453
+6% +$211K 0.29% 81
2021
Q3 		$2.74M Buy
+193,294
New +$2.63M 0.21% 105
2020
Q3 		– Sell
-18,718
Closed -$114K – 446
2020
Q2 		$114K Sell
18,718
-74,924
-80% -$415K 0.01% 393
2020
Q1 		$452K Buy
93,642
+76,728
+454% +$575K 0.05% 280
2019
Q4 		$157K Sell
16,914
-3,150
-16% -$28.3K 0.02% 371
2019
Q3 		$184K Sell
20,064
-827
-4% -$7.86K 0.03% 349
2019
Q2 		$214 Buy
20,891
+7,909
+61% +$78K 0.03% 340
2019
Q1 		$114K Buy
+12,982
New +$111K 0.02% 375
2018
Q4 		– Sell
-15,639
Closed -$145K – 365
2018
Q3 		$145K Buy
+15,639
New +$156K 0.04% 298
2016
Q1 		$216K Buy
16,043
+2,098
+15% +$26.4K 0.32% 107
2015
Q4 		$196K Sell
13,945
-14,395
-51% -$208K 0.25% 136
2015
Q3 		$384K Buy
28,340
+10,555
+59% +$151K 0.54% 60
2015
Q2 		$266K Sell
17,785
-756
-4% -$11.7K 0.21% 138
2015
Q1 		$299K Buy
18,541
+5,002
+37% +$78.9K 0.22% 126
2014
Q4 		$209K Buy
13,539
+457
+3% +$6.73K 0.17% 154
2014
Q3 		$193K Sell
13,082
-2,838
-18% -$48.5K 0.14% 201
2014
Q2 		$274K Buy
15,920
+4,762
+43% +$77.5K 0.18% 155
2014
Q1 		$174K Buy
+11,158
New +$173K 0.13% 219

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

B. Riley Wealth Management's F Position: Q2 2022 in Review

B. Riley Wealth Management increased its Ford (F) stake by 16% in Q2 2022, buying an estimated $495K and bringing the position to 260,192 shares worth $91.8K. The position accounts for 0.11% of the portfolio, ranked #58.

B. Riley Wealth Management first reported a position in F in Q1 2014 and has held it in 20 quarters since. The position peaked at $4.25M in Q4 2021. 1,620 funds tracked by Wall St. Rank hold F as of Q2 2022.

  • B. Riley Wealth Management held 260,192 shares of Ford worth $91.8K as of Q2 2022.
  • B. Riley Wealth Management bought 36,169 Ford shares in Q2 2022, an estimated $495K.
  • Ford made up 0.11% of B. Riley Wealth Management's portfolio in Q2 2022, its #58 holding.
  • B. Riley Wealth Management first reported a position in Ford in Q1 2014 and has held it in 20 quarters since.
  • B. Riley Wealth Management's Ford position peaked at $4.25M in Q4 2021.
  • 1,620 funds tracked by Wall St. Rank held Ford as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.