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C2C Wealth Management’s Ford F Stock Holding History

C2C 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
2023
Q3 		– Sell
-19,257
Closed -$272K – 241
2023
Q2 		$272K Sell
19,257
-400
-2% -$5.06K 0.04% 209
2023
Q1 		$249K Buy
19,657
+4,800
+32% +$60.1K 0.04% 210
2022
Q4 		$182K Sell
14,857
-40,000
-73% -$514K 0.03% 165
2022
Q3 		$678K Buy
54,857
+500
+0.9% +$7K 0.13% 83
2022
Q2 		$684K Sell
54,357
-8,770
-14% -$120K 0.13% 86
2022
Q1 		$1.03M Sell
63,127
-50
-0.1% -$951 0.18% 69
2021
Q4 		$1.31M Buy
+63,177
New +$1.16M 0.19% 67

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 $3.37T AUM 44.26% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

C2C Wealth Management's F Position: Q3 2023 in Review

C2C Wealth Management sold out of Ford (F) in Q3 2023, closing a stake of 19,257 shares — an estimated $272K sold.

C2C Wealth Management first reported a position in F in Q4 2021 and held it in 7 quarters. The position peaked at $1.31M in Q4 2021. 1,670 funds tracked by Wall St. Rank hold F as of Q3 2023.

  • C2C Wealth Management reported no remaining Ford position as of Q3 2023 after selling out during the quarter.
  • C2C Wealth Management sold 19,257 Ford shares in Q3 2023, an estimated $272K.
  • C2C Wealth Management first reported a position in Ford in Q4 2021 and held it in 7 quarters.
  • C2C Wealth Management's Ford position peaked at $1.31M in Q4 2021.
  • 1,670 funds tracked by Wall St. Rank held Ford as of Q3 2023.

Based on C2C Wealth Management's 13F filing for Q3 2023, filed 11 Oct 2023.