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Beacon Investment Advisors’s Ford F Stock Holding History

Beacon Investment 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
Q4 		– Sell
-72,229
Closed -$763K – 155
2024
Q3 		$763K Sell
72,229
-1,435
-2% -$16.4K 0.36% 77
2024
Q2 		$924K Sell
73,664
-108
-0.1% -$1.34K 0.47% 66
2024
Q1 		$980K Sell
73,772
-2,013
-3% -$24.4K 0.56% 58
2023
Q4 		$924K Sell
75,785
-7,613
-9% -$84.7K 0.59% 55
2023
Q3 		$1.04M Sell
83,398
-1,675
-2% -$21.7K 0.73% 47
2023
Q2 		$1.29M Sell
85,073
-605
-0.7% -$7.65K 0.88% 37
2023
Q1 		$1.08M Buy
85,678
+3,534
+4% +$44.2K 0.79% 39
2022
Q4 		$955K Buy
+82,144
New +$1.06M 0.8% 43

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

Beacon Investment Advisors's F Position: Q4 2024 in Review

Beacon Investment Advisors sold out of Ford (F) in Q4 2024, closing a stake of 72,229 shares — an estimated $763K sold.

Beacon Investment Advisors first reported a position in F in Q4 2022 and held it in 8 quarters. The position peaked at $1.29M in Q2 2023. 1,685 funds tracked by Wall St. Rank hold F as of Q4 2024.

  • Beacon Investment Advisors reported no remaining Ford position as of Q4 2024 after selling out during the quarter.
  • Beacon Investment Advisors sold 72,229 Ford shares in Q4 2024, an estimated $763K.
  • Beacon Investment Advisors first reported a position in Ford in Q4 2022 and held it in 8 quarters.
  • Beacon Investment Advisors's Ford position peaked at $1.29M in Q2 2023.
  • 1,685 funds tracked by Wall St. Rank held Ford as of Q4 2024.

Based on Beacon Investment Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.