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Choate Investment Advisors’s Ford F Stock Holding History

Choate Investment Advisors’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
Q3 		– Sell
-11,300
Closed -$142K – 389
2024
Q2 		$142K Buy
11,300
+1,065
+10% +$13.2K ﹤0.01% 375
2024
Q1 		$136K Sell
10,235
-2,385
-19% -$28.9K ﹤0.01% 402
2023
Q4 		$154K Buy
+12,620
New +$140K ﹤0.01% 370
2014
Q3 		– Sell
-1,000
Closed -$17.2K – 274
2014
Q2 		$17.2K Sell
1,000
-10,932
-92% -$178K ﹤0.01% 287
2014
Q1 		$186K Buy
11,932
+1,657
+16% +$25.6K 0.01% 264
2013
Q4 		$159K Buy
+10,275
New +$172K 0.01% 261

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Choate Investment Advisors's F Position: Q3 2024 in Review

Choate Investment Advisors sold out of Ford (F) in Q3 2024, closing a stake of 11,300 shares — an estimated $142K sold.

Choate Investment Advisors first reported a position in F in Q4 2013 and held it in 6 quarters. The position peaked at $186K in Q1 2014. 1,631 funds tracked by Wall St. Rank hold F as of Q3 2024.

  • Choate Investment Advisors reported no remaining Ford position as of Q3 2024 after selling out during the quarter.
  • Choate Investment Advisors sold 11,300 Ford shares in Q3 2024, an estimated $142K.
  • Choate Investment Advisors first reported a position in Ford in Q4 2013 and held it in 6 quarters.
  • Choate Investment Advisors's Ford position peaked at $186K in Q1 2014.
  • 1,631 funds tracked by Wall St. Rank held Ford as of Q3 2024.

Based on Choate Investment Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.