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 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

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

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Dimensional Fund Advisors

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

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

Norges Bank Oslo, Norway $935B AUM