BCR Wealth Strategies’s Ford F Stock Holding History

BCR Wealth Strategies’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 Q4	–	Sell	-1,667	Closed	-$19K	–	46
2022 Q3	$19K	Hold	1,667	–	–	0.02%	57
2022 Q2	$19K	Sell	1,667 -200	-11%	-$2.74K	0.02%	59
2022 Q1	$32K	Hold	1,867	–	–	0.03%	52
2021 Q4	$39K	Buy	+1,867	New	+$34.4K	0.04%	50

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

BCR Wealth Strategies's F Position: Q4 2022 in Review

BCR Wealth Strategies sold out of Ford (F) in Q4 2022, closing a stake of 1,667 shares — an estimated $19K sold.

BCR Wealth Strategies first reported a position in F in Q4 2021 and held it in 4 quarters. The position peaked at $39K in Q4 2021. 1,697 funds tracked by Wall St. Rank hold F as of Q4 2022.

BCR Wealth Strategies reported no remaining Ford position as of Q4 2022 after selling out during the quarter.
BCR Wealth Strategies sold 1,667 Ford shares in Q4 2022, an estimated $19K.
BCR Wealth Strategies first reported a position in Ford in Q4 2021 and held it in 4 quarters.
BCR Wealth Strategies's Ford position peaked at $39K in Q4 2021.
1,697 funds tracked by Wall St. Rank held Ford as of Q4 2022.

Based on BCR Wealth Strategies's 13F filing for Q4 2022, filed 30 Jan 2023.