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Baldwin Wealth Partners’s Ford F Stock Holding History

Baldwin Wealth Partners’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
-1,523
Closed -$16.1K – 504
2024
Q3 		$16.1K Buy
1,523
+138
+10% +$1.58K ﹤0.01% 727
2024
Q2 		$17.4K Buy
1,385
+22
+2% +$272 ﹤0.01% 483
2024
Q1 		$18.1K Buy
1,363
+4
+0.3% +$48 ﹤0.01% 500
2023
Q4 		$16.6K Sell
1,359
-595
-30% -$6.62K ﹤0.01% 525
2023
Q3 		$24.3K Buy
1,954
+4
+0.2% +$52 ﹤0.01% 491
2023
Q2 		$29.5K Buy
1,950
+200
+11% +$2.53K ﹤0.01% 488
2023
Q1 		$22.1K Sell
1,750
-475
-21% -$5.95K ﹤0.01% 533
2022
Q4 		$25.9K Buy
+2,225
New +$28.6K ﹤0.01% 510
2017
Q3 		– Sell
-1,000
Closed -$11K – 491
2017
Q2 		$11K Hold
1,000
– – ﹤0.01% 419
2017
Q1 		$12K Hold
1,000
– – ﹤0.01% 412
2016
Q4 		$12K Hold
1,000
– – ﹤0.01% 423
2016
Q3 		$12K Hold
1,000
– – ﹤0.01% 434
2016
Q2 		$13K Sell
1,000
-400
-29% -$5.27K ﹤0.01% 372
2016
Q1 		$19K Buy
+1,400
New +$17.6K ﹤0.01% 367
2013
Q4 		– Sell
-14,953
Closed -$252K – 247
2013
Q3 		$252K Buy
+14,953
New +$253K 0.05% 202

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

Baldwin Wealth Partners's F Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Ford (F) in Q4 2024, closing a stake of 1,523 shares — an estimated $16.1K sold.

Baldwin Wealth Partners first reported a position in F in Q3 2013 and held it in 15 quarters. The position peaked at $252K in Q3 2013. 1,685 funds tracked by Wall St. Rank hold F as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Ford position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 1,523 Ford shares in Q4 2024, an estimated $16.1K.
  • Baldwin Wealth Partners first reported a position in Ford in Q3 2013 and held it in 15 quarters.
  • Baldwin Wealth Partners's Ford position peaked at $252K in Q3 2013.
  • 1,685 funds tracked by Wall St. Rank held Ford as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.