BBJS Financial Advisors’s Ford F Stock Holding History

BBJS Financial 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 Q3	$4.65K	Hold	440	–	–	﹤0.01%	127
2024 Q2	$5.52K	Hold	440	–	–	﹤0.01%	143
2024 Q1	$5.84K	Hold	440	–	–	﹤0.01%	110
2023 Q4	$5.36K	Hold	440	–	–	﹤0.01%	100
2023 Q3	$5.46K	Hold	440	–	–	﹤0.01%	102
2023 Q2	$6.66K	Hold	440	–	–	﹤0.01%	95
2023 Q1	$5.54K	Hold	440	–	–	﹤0.01%	97
2022 Q4	$5.12K	Buy	+440	New	+$5.65K	﹤0.01%	106

Other funds holding F

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BBJS Financial Advisors's F Position: Q3 2024 in Review

BBJS Financial Advisors held its Ford (F) position steady in Q3 2024 at 440 shares worth $4.65K. The position accounts for ﹤0.01% of the portfolio, ranked #127.

BBJS Financial Advisors first reported a position in F in Q4 2022 and has held it in 8 quarters since. The position peaked at $6.66K in Q2 2023. 1,627 funds tracked by Wall St. Rank hold F as of Q3 2024.

BBJS Financial Advisors held 440 shares of Ford worth $4.65K as of Q3 2024.
BBJS Financial Advisors left its Ford share count unchanged in Q3 2024.
Ford made up ﹤0.01% of BBJS Financial Advisors's portfolio in Q3 2024, its #127 holding.
BBJS Financial Advisors first reported a position in Ford in Q4 2022 and has held it in 8 quarters since.
BBJS Financial Advisors's Ford position peaked at $6.66K in Q2 2023.
1,627 funds tracked by Wall St. Rank held Ford as of Q3 2024.

Based on BBJS Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.