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Capital Advisors Wealth Management’s Ford F Stock Holding History

Capital Advisors 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
2025
Q1 		– Sell
-10,113
Closed -$100K – 185
2024
Q4 		$100K Sell
10,113
-4,732
-32% -$50.5K 0.02% 172
2024
Q3 		$157K Sell
14,845
-15,163
-51% -$173K 0.03% 164
2024
Q2 		$376K Sell
30,008
-9,716
-24% -$120K 0.07% 101
2024
Q1 		$528K Sell
39,724
-13,514
-25% -$164K 0.11% 84
2023
Q4 		$649K Sell
53,238
-11,494
-18% -$128K 0.15% 68
2023
Q3 		$804K Sell
64,732
-5,315
-8% -$69K 0.21% 61
2023
Q2 		$1.06M Buy
70,047
+1,776
+3% +$22.5K 0.27% 53
2023
Q1 		$860K Buy
68,271
+3,181
+5% +$39.8K 0.24% 61
2022
Q4 		$757K Buy
65,090
+6,932
+12% +$89.1K 0.23% 57
2022
Q3 		$651K Buy
58,158
+15,698
+37% +$220K 0.22% 56
2022
Q2 		$473K Buy
42,460
+12,867
+43% +$176K 0.15% 70
2022
Q1 		$500K Buy
29,593
+10,662
+56% +$203K 0.15% 69
2021
Q4 		$393K Buy
18,931
+1,718
+10% +$31.6K 0.12% 80
2021
Q3 		$244K Buy
17,213
+1,537
+10% +$20.9K 0.09% 90
2021
Q2 		$233K Sell
15,676
-44
-0.3% -$585 0.09% 83
2021
Q1 		$193K Buy
+15,720
New +$180K 0.08% 90

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 $3.38T AUM 44.17% 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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

Capital Advisors Wealth Management's F Position: Q1 2025 in Review

Capital Advisors Wealth Management sold out of Ford (F) in Q1 2025, closing a stake of 10,113 shares — an estimated $100K sold.

Capital Advisors Wealth Management first reported a position in F in Q1 2021 and held it in 16 quarters. The position peaked at $1.06M in Q2 2023. 1,606 funds tracked by Wall St. Rank hold F as of Q1 2025.

  • Capital Advisors Wealth Management reported no remaining Ford position as of Q1 2025 after selling out during the quarter.
  • Capital Advisors Wealth Management sold 10,113 Ford shares in Q1 2025, an estimated $100K.
  • Capital Advisors Wealth Management first reported a position in Ford in Q1 2021 and held it in 16 quarters.
  • Capital Advisors Wealth Management's Ford position peaked at $1.06M in Q2 2023.
  • 1,606 funds tracked by Wall St. Rank held Ford as of Q1 2025.

Based on Capital Advisors Wealth Management's 13F filing for Q1 2025, filed 25 Apr 2025.