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Capital Wealth Planning’s Ford F Stock Holding History

Capital Wealth Planning’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
2024
Q4 		– Sell
-28,900
Closed -$305K – 140
2024
Q3 		$305K Sell
28,900
-23,533
-45% -$269K ﹤0.01% 125
2024
Q2 		$658K Hold
52,433
– – 0.01% 99
2024
Q1 		$696K Buy
+52,433
New +$636K 0.01% 104
2023
Q4 		– Sell
-25,103
Closed -$312K – 149
2023
Q3 		$312K Sell
25,103
-79,618
-76% -$1.03M ﹤0.01% 123
2023
Q2 		$1.58M Buy
104,721
+76,619
+273% +$969K 0.02% 45
2023
Q1 		$354K Sell
28,102
-53
-0.2% -$664 ﹤0.01% 115
2022
Q4 		$327K Sell
28,155
-33,099
-54% -$425K ﹤0.01% 79
2022
Q3 		$686K Buy
+61,254
New +$857K 0.01% 60
2021
Q3 		– Sell
-11,500
Closed -$171K – 126
2021
Q2 		$171K Hold
11,500
– – ﹤0.01% 121
2021
Q1 		$141K Hold
11,500
– – ﹤0.01% 127
2020
Q4 		$132K Hold
11,500
– – 0.01% 108
2020
Q3 		$77K Hold
11,500
– – ﹤0.01% 99
2020
Q2 		$70K Sell
11,500
-3,976
-26% -$22K ﹤0.01% 100
2020
Q1 		$75K Buy
15,476
+1,900
+14% +$14.2K ﹤0.01% 227
2019
Q4 		$126K Sell
13,576
-5,700
-30% -$51.2K 0.01% 187
2019
Q3 		$166K Buy
19,276
+300
+2% +$2.85K 0.01% 248
2019
Q2 		$194K Buy
+18,976
New +$187K 0.01% 239
2014
Q1 		– Sell
-18,291
Closed -$240K – 130
2013
Q4 		$240K Buy
+18,291
New +$307K 0.29% 47
2013
Q3 		– Sell
-18,291
Closed -$283K – 148
2013
Q2 		$283K Buy
+18,291
New +$262K 0.22% 55

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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Capital Wealth Planning's F Position: Q4 2024 in Review

Capital Wealth Planning sold out of Ford (F) in Q4 2024, closing a stake of 28,900 shares — an estimated $305K sold.

Capital Wealth Planning first reported a position in F in Q2 2013 and held it in 19 quarters. The position peaked at $1.58M in Q2 2023. 1,685 funds tracked by Wall St. Rank hold F as of Q4 2024.

  • Capital Wealth Planning reported no remaining Ford position as of Q4 2024 after selling out during the quarter.
  • Capital Wealth Planning sold 28,900 Ford shares in Q4 2024, an estimated $305K.
  • Capital Wealth Planning first reported a position in Ford in Q2 2013 and held it in 19 quarters.
  • Capital Wealth Planning's Ford position peaked at $1.58M in Q2 2023.
  • 1,685 funds tracked by Wall St. Rank held Ford as of Q4 2024.

Based on Capital Wealth Planning's 13F filing for Q4 2024, filed 5 Feb 2025.