Beacon Financial Group’s Ford F Stock Holding History

Beacon Financial Group’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 Q2	–	Sell	-12,517	Closed	-$166K	–	326
2024 Q1	$166K	Buy	12,517 +495	+4%	+$6K	0.02%	313
2023 Q4	$147K	Buy	+12,022	New	+$134K	0.02%	309

Other funds holding F

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Beacon Financial Group's F Position: Q2 2024 in Review

Beacon Financial Group sold out of Ford (F) in Q2 2024, closing a stake of 12,517 shares — an estimated $166K sold.

Beacon Financial Group first reported a position in F in Q4 2023 and held it in 2 quarters. The position peaked at $166K in Q1 2024. 1,648 funds tracked by Wall St. Rank hold F as of Q2 2024.

Beacon Financial Group reported no remaining Ford position as of Q2 2024 after selling out during the quarter.
Beacon Financial Group sold 12,517 Ford shares in Q2 2024, an estimated $166K.
Beacon Financial Group first reported a position in Ford in Q4 2023 and held it in 2 quarters.
Beacon Financial Group's Ford position peaked at $166K in Q1 2024.
1,648 funds tracked by Wall St. Rank held Ford as of Q2 2024.

Based on Beacon Financial Group's 13F filing for Q2 2024, filed 6 Aug 2024.