Burt Wealth Advisors’s Ford F Stock Holding History

Burt Wealth Advisors’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
2021 Q1	–	Sell	-216	Closed	-$2K	–	181
2020 Q4	$2K	Hold	216	–	–	﹤0.01%	347
2020 Q3	$1K	Hold	216	–	–	﹤0.01%	374
2020 Q2	$1K	Hold	216	–	–	﹤0.01%	378
2020 Q1	$1K	Hold	216	–	–	﹤0.01%	373
2019 Q4	$2K	Hold	216	–	–	﹤0.01%	319
2019 Q3	$2K	Hold	216	–	–	﹤0.01%	317
2019 Q2	$2K	Hold	216	–	–	﹤0.01%	321
2019 Q1	$2K	Hold	216	–	–	﹤0.01%	333
2018 Q4	$2K	Sell	216 -100	-32%	-$891	﹤0.01%	327
2018 Q3	$3K	Buy	316 +100	+46%	+$1K	﹤0.01%	340
2018 Q2	$2K	Hold	216	–	–	﹤0.01%	341
2018 Q1	$2K	Hold	216	–	–	﹤0.01%	347
2017 Q4	$3K	Hold	216	–	–	﹤0.01%	327
2017 Q3	$3K	Hold	216	–	–	﹤0.01%	317
2017 Q2	$2K	Hold	216	–	–	﹤0.01%	368
2017 Q1	$3K	Buy	+216	New	+$2.68K	﹤0.01%	313
2016 Q2	–	Sell	-333	Closed	-$4K	–	466
2016 Q1	$4K	Sell	333 -334	-50%	-$4.2K	﹤0.01%	400
2015 Q4	$9K	Buy	+667	New	+$9.66K	0.01%	283

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

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Burt Wealth Advisors's F Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Ford (F) in Q1 2021, closing a stake of 216 shares — an estimated $2K sold.

Burt Wealth Advisors first reported a position in F in Q4 2015 and held it in 18 quarters. The position peaked at $9K in Q4 2015. 1,288 funds tracked by Wall St. Rank hold F as of Q1 2021.

Burt Wealth Advisors reported no remaining Ford position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 216 Ford shares in Q1 2021, an estimated $2K.
Burt Wealth Advisors first reported a position in Ford in Q4 2015 and held it in 18 quarters.
Burt Wealth Advisors's Ford position peaked at $9K in Q4 2015.
1,288 funds tracked by Wall St. Rank held Ford as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.