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Bell & Brown Wealth Advisors’s Ford F Stock Holding History

Bell & Brown 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
2019
Q2 		– Sell
-10,891
Closed -$96K – 86
2019
Q1 		$96K Sell
10,891
-4,290
-28% -$36.8K 0.09% 83
2018
Q4 		$116K Sell
15,181
-16,055
-51% -$143K 0.12% 76
2018
Q3 		$298K Sell
31,236
-171
-0.5% -$1.71K 0.28% 75
2018
Q2 		$348K Buy
31,407
+2,035
+7% +$23.3K 0.34% 68
2018
Q1 		$331K Sell
29,372
-2,038
-6% -$23K 0.35% 72
2017
Q4 		$392K Buy
+31,410
New +$387K 0.41% 69

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bell & Brown Wealth Advisors's F Position: Q2 2019 in Review

Bell & Brown Wealth Advisors sold out of Ford (F) in Q2 2019, closing a stake of 10,891 shares — an estimated $96K sold.

Bell & Brown Wealth Advisors first reported a position in F in Q4 2017 and held it in 6 quarters. The position peaked at $392K in Q4 2017. 1,153 funds tracked by Wall St. Rank hold F as of Q2 2019.

  • Bell & Brown Wealth Advisors reported no remaining Ford position as of Q2 2019 after selling out during the quarter.
  • Bell & Brown Wealth Advisors sold 10,891 Ford shares in Q2 2019, an estimated $96K.
  • Bell & Brown Wealth Advisors first reported a position in Ford in Q4 2017 and held it in 6 quarters.
  • Bell & Brown Wealth Advisors's Ford position peaked at $392K in Q4 2017.
  • 1,153 funds tracked by Wall St. Rank held Ford as of Q2 2019.

Based on Bell & Brown Wealth Advisors's 13F filing for Q2 2019, filed 6 Aug 2019.