BWM
F icon

Buckley Wealth Management’s Ford F Stock Holding History

Buckley 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
2020
Q3 		– Sell
-25,460
Closed -$155K – 113
2020
Q2 		$155K Sell
25,460
-5,900
-19% -$32.7K 0.07% 118
2020
Q1 		$151K Sell
31,360
-3,790
-11% -$28.4K 0.08% 117
2019
Q4 		$327K Sell
35,150
-37,800
-52% -$340K 0.15% 108
2019
Q3 		$668K Sell
72,950
-6,545
-8% -$62.2K 0.33% 56
2019
Q2 		$813K Sell
79,495
-16,400
-17% -$162K 0.38% 44
2019
Q1 		$842K Sell
95,895
-3,100
-3% -$26.6K 0.4% 44
2018
Q4 		$757K Sell
98,995
-23,225
-19% -$207K 0.39% 48
2018
Q3 		$1.13M Sell
122,220
-2,105
-2% -$21K 0.49% 38
2018
Q2 		$1.38M Sell
124,325
-27,400
-18% -$314K 0.65% 37
2018
Q1 		$1.68M Buy
151,725
+8,760
+6% +$98.8K 0.83% 30
2017
Q4 		$1.79M Buy
+142,965
New +$1.76M 0.9% 29

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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Buckley Wealth Management's F Position: Q3 2020 in Review

Buckley Wealth Management sold out of Ford (F) in Q3 2020, closing a stake of 25,460 shares — an estimated $155K sold.

Buckley Wealth Management first reported a position in F in Q4 2017 and held it in 11 quarters. The position peaked at $1.79M in Q4 2017. 1,090 funds tracked by Wall St. Rank hold F as of Q3 2020.

  • Buckley Wealth Management reported no remaining Ford position as of Q3 2020 after selling out during the quarter.
  • Buckley Wealth Management sold 25,460 Ford shares in Q3 2020, an estimated $155K.
  • Buckley Wealth Management first reported a position in Ford in Q4 2017 and held it in 11 quarters.
  • Buckley Wealth Management's Ford position peaked at $1.79M in Q4 2017.
  • 1,090 funds tracked by Wall St. Rank held Ford as of Q3 2020.

Based on Buckley Wealth Management's 13F filing for Q3 2020, filed 19 Oct 2020.