BTWM
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Baker Tilly Wealth Management’s Ford F Stock Holding History

Baker Tilly 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
Q3 		– Sell
-20,215
Closed -$306K – 496
2023
Q2 		$306K Buy
20,215
+406
+2% +$5.14K 0.03% 449
2023
Q1 		$250K Sell
19,809
-10,595
-35% -$133K 0.03% 480
2022
Q4 		$354K Sell
30,404
-1,615
-5% -$20.7K 0.04% 405
2022
Q3 		$359K Buy
32,019
+59
+0.2% +$826 0.05% 375
2022
Q2 		$356K Buy
31,960
+1,255
+4% +$17.2K 0.05% 383
2022
Q1 		$519K Sell
30,705
-1,764
-5% -$33.5K 0.06% 338
2021
Q4 		$674K Buy
32,469
+1,024
+3% +$18.8K 0.07% 293
2021
Q3 		$445K Buy
31,445
+10,793
+52% +$147K 0.06% 345
2021
Q2 		$307K Buy
20,652
+30
+0.1% +$399 0.05% 390
2021
Q1 		$253K Buy
+20,622
New +$236K 0.05% 402

Other funds holding F

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return