CWM
F icon

Centricity Wealth Management’s Ford F Stock Holding History

Centricity 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
Q2 		– Sell
-215
Closed -$2.15K – 436
2025
Q1 		$2.15K Buy
215
+7
+3% +$68 ﹤0.01% 417
2024
Q4 		$2.06K Buy
+208
New +$2.22K ﹤0.01% 421

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Geode Capital Management
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Morgan Stanley
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Dimensional Fund Advisors
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Renaissance Technologies
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Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return