Briaud Financial Planning’s Ford F Stock Holding History

Briaud Financial Planning’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 Q3	–	Sell	-200	Closed	-$2K	–	139
2024 Q2	$2K	Hold	200	–	–	﹤0.01%	127
2024 Q1	$3K	Buy	+200	New	+$2.42K	﹤0.01%	113
2023 Q4	–	Sell	-200	Closed	-$2K	–	67
2023 Q3	$2K	Buy	+200	New	+$2.6K	﹤0.01%	133

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 $3.38T AUM 44.17% 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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Briaud Financial Planning's F Position: Q3 2024 in Review

Briaud Financial Planning sold out of Ford (F) in Q3 2024, closing a stake of 200 shares — an estimated $2K sold.

Briaud Financial Planning first reported a position in F in Q3 2023 and held it in 3 quarters. The position peaked at $3K in Q1 2024. 1,631 funds tracked by Wall St. Rank hold F as of Q3 2024.

Briaud Financial Planning reported no remaining Ford position as of Q3 2024 after selling out during the quarter.
Briaud Financial Planning sold 200 Ford shares in Q3 2024, an estimated $2K.
Briaud Financial Planning first reported a position in Ford in Q3 2023 and held it in 3 quarters.
Briaud Financial Planning's Ford position peaked at $3K in Q1 2024.
1,631 funds tracked by Wall St. Rank held Ford as of Q3 2024.

Based on Briaud Financial Planning's 13F filing for Q3 2024, filed 8 Nov 2024.