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Beam Wealth Advisors’s Ford F Stock Holding History

Beam Wealth 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
2025
Q1 		– Sell
-23,334
Closed -$231K – 104
2024
Q4 		$231K Buy
+23,334
New +$249K 0.07% 104
2024
Q2 		– Sell
-16,345
Closed -$217K – 110
2024
Q1 		$217K Buy
16,345
+4,202
+35% +$50.9K 0.13% 104
2023
Q4 		$148K Sell
12,143
-258
-2% -$2.87K 0.09% 102
2023
Q3 		$154K Buy
12,401
+640
+5% +$8.31K 0.11% 93
2023
Q2 		$178K Buy
+11,761
New +$149K 0.12% 102
2023
Q1 		– Sell
-10,007
Closed -$116K – 100
2022
Q4 		$116K Buy
10,007
+1
+0% +$13 0.12% 102
2022
Q3 		$112K Buy
+10,006
New +$140K 0.12% 100
2020
Q1 		– Sell
-53,639
Closed -$499K – 151
2019
Q4 		$499K Buy
+53,639
New +$482K 0.47% 68

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Beam Wealth Advisors's F Position: Q1 2025 in Review

Beam Wealth Advisors sold out of Ford (F) in Q1 2025, closing a stake of 23,334 shares — an estimated $231K sold.

Beam Wealth Advisors first reported a position in F in Q4 2019 and held it in 8 quarters. The position peaked at $499K in Q4 2019. 1,604 funds tracked by Wall St. Rank hold F as of Q1 2025.

  • Beam Wealth Advisors reported no remaining Ford position as of Q1 2025 after selling out during the quarter.
  • Beam Wealth Advisors sold 23,334 Ford shares in Q1 2025, an estimated $231K.
  • Beam Wealth Advisors first reported a position in Ford in Q4 2019 and held it in 8 quarters.
  • Beam Wealth Advisors's Ford position peaked at $499K in Q4 2019.
  • 1,604 funds tracked by Wall St. Rank held Ford as of Q1 2025.

Based on Beam Wealth Advisors's 13F filing for Q1 2025, filed 12 May 2025.