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Boyce & Associates Wealth Consulting’s Ford F Stock Holding History

Boyce & Associates Wealth Consulting’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
Q4 		– Sell
-10,009
Closed -$106K – 73
2024
Q3 		$106K Sell
10,009
-366
-4% -$4.19K 0.11% 68
2024
Q2 		$130K Buy
+10,375
New +$128K 0.15% 65
2024
Q1 		– Sell
-10,173
Closed -$124K – 61
2023
Q4 		$124K Buy
+10,173
New +$113K 0.18% 53

Other funds holding F

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Boyce & Associates Wealth Consulting's F Position: Q4 2024 in Review

Boyce & Associates Wealth Consulting sold out of Ford (F) in Q4 2024, closing a stake of 10,009 shares — an estimated $106K sold.

Boyce & Associates Wealth Consulting first reported a position in F in Q4 2023 and held it in 3 quarters. The position peaked at $130K in Q2 2024. 1,687 funds tracked by Wall St. Rank hold F as of Q4 2024.

  • Boyce & Associates Wealth Consulting reported no remaining Ford position as of Q4 2024 after selling out during the quarter.
  • Boyce & Associates Wealth Consulting sold 10,009 Ford shares in Q4 2024, an estimated $106K.
  • Boyce & Associates Wealth Consulting first reported a position in Ford in Q4 2023 and held it in 3 quarters.
  • Boyce & Associates Wealth Consulting's Ford position peaked at $130K in Q2 2024.
  • 1,687 funds tracked by Wall St. Rank held Ford as of Q4 2024.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q4 2024, filed 13 Jan 2025.