BWM
F icon

BerganKDV Wealth Management’s Ford F Stock Holding History

BerganKDV Wealth Management’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
2023
Q2 		$88K Sell
5,819
-420
-7% -$5.31K 0.01% 312
2023
Q1 		$78.6K Sell
6,239
-5,060
-45% -$63.4K 0.01% 341
2022
Q4 		$131K Buy
11,299
+493
+5% +$6.33K 0.01% 276
2022
Q3 		$121K Sell
10,806
-630
-6% -$8.82K 0.01% 268
2022
Q2 		$127K Buy
11,436
+15
+0.1% +$205 0.01% 282
2022
Q1 		$193K Buy
11,421
+609
+6% +$11.6K 0.02% 243
2021
Q4 		$225K Buy
10,812
+1,151
+12% +$21.2K 0.02% 253
2021
Q3 		$137K Buy
9,661
+7,023
+266% +$95.5K 0.02% 285
2021
Q2 		$39K Hold
2,638
– – ﹤0.01% 425
2021
Q1 		$32K Sell
2,638
-349
-12% -$3.99K ﹤0.01% 424
2020
Q4 		$26K Sell
2,987
-1,550
-34% -$13K ﹤0.01% 431
2020
Q3 		$30K Hold
4,537
– – ﹤0.01% 385
2020
Q2 		$28K Sell
4,537
-95
-2% -$526 ﹤0.01% 415
2020
Q1 		$22K Buy
4,632
+2,052
+80% +$15.4K ﹤0.01% 413
2019
Q4 		$24K Buy
2,580
+376
+17% +$3.38K ﹤0.01% 420
2019
Q3 		$20K Buy
2,204
+2
+0.1% +$19 ﹤0.01% 426
2019
Q2 		$23K Sell
2,202
-3,274
-60% -$32.3K ﹤0.01% 409
2019
Q1 		$48K Buy
5,476
+37
+0.7% +$318 0.01% 343
2018
Q4 		$42K Buy
5,439
+84
+2% +$749 0.01% 320
2018
Q3 		$50K Buy
5,355
+34
+0.6% +$340 0.01% 319
2018
Q2 		$59K Buy
+5,321
New +$60.9K 0.01% 300

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
State Street
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
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BerganKDV Wealth Management's F Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its Ford (F) stake by 6.7% in Q2 2023, selling an estimated $5.31K and leaving 5,819 shares worth $88K. The position accounts for 0.01% of the portfolio, ranked #312.

BerganKDV Wealth Management first reported a position in F in Q2 2018 and has held it in 21 quarters since. The position peaked at $225K in Q4 2021. 1,648 funds tracked by Wall St. Rank hold F as of Q2 2023.

  • BerganKDV Wealth Management held 5,819 shares of Ford worth $88K as of Q2 2023.
  • BerganKDV Wealth Management sold 420 Ford shares in Q2 2023, an estimated $5.31K.
  • Ford made up 0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #312 holding.
  • BerganKDV Wealth Management first reported a position in Ford in Q2 2018 and has held it in 21 quarters since.
  • BerganKDV Wealth Management's Ford position peaked at $225K in Q4 2021.
  • 1,648 funds tracked by Wall St. Rank held Ford as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.