CWM
F icon

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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return