BKM Wealth Management’s Ford F Stock Holding History

BKM 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
2024 Q2	–	Sell	-9,423	Closed	-$125K	–	160
2024 Q1	$125K	Hold	9,423	–	–	0.05%	176
2023 Q4	$115K	Buy	+9,423	New	+$105K	0.05%	190

Other funds holding F

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

BKM Wealth Management's F Position: Q2 2024 in Review

BKM Wealth Management sold out of Ford (F) in Q2 2024, closing a stake of 9,423 shares — an estimated $125K sold.

BKM Wealth Management first reported a position in F in Q4 2023 and held it in 2 quarters. The position peaked at $125K in Q1 2024. 1,647 funds tracked by Wall St. Rank hold F as of Q2 2024.

BKM Wealth Management reported no remaining Ford position as of Q2 2024 after selling out during the quarter.
BKM Wealth Management sold 9,423 Ford shares in Q2 2024, an estimated $125K.
BKM Wealth Management first reported a position in Ford in Q4 2023 and held it in 2 quarters.
BKM Wealth Management's Ford position peaked at $125K in Q1 2024.
1,647 funds tracked by Wall St. Rank held Ford as of Q2 2024.

Based on BKM Wealth Management's 13F filing for Q2 2024, filed 24 Jul 2024.