Cassady Schiller Wealth Management’s Ford F Stock Holding History

Cassady Schiller 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
2024 Q4	$20.7K	Buy	2,093 +281	+16%	+$3K	0.01%	276
2024 Q3	$19.1K	Sell	1,812 -752	-29%	-$8.6K	0.01%	276
2024 Q2	$32.1K	Buy	2,564 +3	+0.1%	+$37	0.01%	235
2024 Q1	$34K	Buy	2,561 +3	+0.1%	+$36	0.02%	240
2023 Q4	$31.2K	Buy	2,558 +3	+0.1%	+$33	0.02%	241
2023 Q3	$31.7K	Buy	2,555 +3	+0.1%	+$39	0.02%	229
2023 Q2	$38.6K	Hold	2,552	–	–	0.02%	218
2023 Q1	$32.2K	Hold	2,552	–	–	0.02%	233
2022 Q4	$29.7K	Buy	+2,552	New	+$32.8K	0.02%	238
2022 Q1	–	Sell	-2,630	Closed	-$55K	–	276
2021 Q4	$55K	Buy	+2,630	New	+$48.4K	0.03%	192

Other funds holding F

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Cassady Schiller Wealth Management's F Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Ford (F) stake by 16% in Q4 2024, buying an estimated $3K and bringing the position to 2,093 shares worth $20.7K. The position accounts for 0.01% of the portfolio, ranked #276.

Cassady Schiller Wealth Management first reported a position in F in Q4 2021 and has held it in 10 quarters since. The position peaked at $55K in Q4 2021. 1,687 funds tracked by Wall St. Rank hold F as of Q4 2024.

Cassady Schiller Wealth Management held 2,093 shares of Ford worth $20.7K as of Q4 2024.
Cassady Schiller Wealth Management bought 281 Ford shares in Q4 2024, an estimated $3K.
Ford made up 0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #276 holding.
Cassady Schiller Wealth Management first reported a position in Ford in Q4 2021 and has held it in 10 quarters since.
Cassady Schiller Wealth Management's Ford position peaked at $55K in Q4 2021.
1,687 funds tracked by Wall St. Rank held Ford as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.