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Beaumont Financial Advisors’s Ford F Stock Holding History

Beaumont Financial 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
2021
Q1 		– Sell
-13,448
Closed -$118K – 345
2020
Q4 		$118K Buy
13,448
+48
+0.4% +$402 0.01% 326
2020
Q3 		$89K Hold
13,400
– – 0.01% 302
2020
Q2 		$81K Sell
13,400
-577
-4% -$3.19K 0.01% 273
2020
Q1 		$68K Buy
13,977
+1,672
+14% +$12.5K 0.01% 228
2019
Q4 		$114K Buy
+12,305
New +$111K 0.01% 274

Other funds holding F

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Beaumont Financial Advisors's F Position: Q1 2021 in Review

Beaumont Financial Advisors sold out of Ford (F) in Q1 2021, closing a stake of 13,448 shares — an estimated $118K sold.

Beaumont Financial Advisors first reported a position in F in Q4 2019 and held it in 5 quarters. The position peaked at $118K in Q4 2020. 1,288 funds tracked by Wall St. Rank hold F as of Q1 2021.

  • Beaumont Financial Advisors reported no remaining Ford position as of Q1 2021 after selling out during the quarter.
  • Beaumont Financial Advisors sold 13,448 Ford shares in Q1 2021, an estimated $118K.
  • Beaumont Financial Advisors first reported a position in Ford in Q4 2019 and held it in 5 quarters.
  • Beaumont Financial Advisors's Ford position peaked at $118K in Q4 2020.
  • 1,288 funds tracked by Wall St. Rank held Ford as of Q1 2021.

Based on Beaumont Financial Advisors's 13F filing for Q1 2021, filed 4 May 2021.