BigSur Wealth Management’s Ford F Stock Holding History

BigSur 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 Q1	–	Sell	-23,000	Closed	-$267K	–	129
2022 Q4	$267K	Sell	23,000 -5,000	-18%	-$64.2K	0.13%	100
2022 Q3	$314K	Sell	28,000 -2,000	-7%	-$28K	0.16%	95
2022 Q2	$334K	Hold	30,000	–	–	0.16%	96
2022 Q1	$507K	Hold	30,000	–	–	0.2%	88
2021 Q4	$623K	Buy	+30,000	New	+$552K	0.24%	82

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

BigSur Wealth Management's F Position: Q1 2023 in Review

BigSur Wealth Management sold out of Ford (F) in Q1 2023, closing a stake of 23,000 shares — an estimated $267K sold.

BigSur Wealth Management first reported a position in F in Q4 2021 and held it in 5 quarters. The position peaked at $623K in Q4 2021. 1,655 funds tracked by Wall St. Rank hold F as of Q1 2023.

BigSur Wealth Management reported no remaining Ford position as of Q1 2023 after selling out during the quarter.
BigSur Wealth Management sold 23,000 Ford shares in Q1 2023, an estimated $267K.
BigSur Wealth Management first reported a position in Ford in Q4 2021 and held it in 5 quarters.
BigSur Wealth Management's Ford position peaked at $623K in Q4 2021.
1,655 funds tracked by Wall St. Rank held Ford as of Q1 2023.

Based on BigSur Wealth Management's 13F filing for Q1 2023, filed 12 May 2023.