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F icon

CIC Wealth’s Ford F Stock Holding History

CIC Wealth’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 		$173K Sell
16,405
-241
-1% -$2.76K 0.04% 174
2024
Q2 		$209K Buy
16,646
+542
+3% +$6.71K 0.06% 155
2024
Q1 		$214K Sell
16,104
-198
-1% -$2.4K 0.06% 152
2023
Q4 		$199K Buy
16,302
+584
+4% +$6.5K 0.06% 155
2023
Q3 		$195K Buy
15,718
+249
+2% +$3.23K 0.07% 143
2023
Q2 		$234K Buy
15,469
+1,272
+9% +$16.1K 0.08% 140
2023
Q1 		$179K Buy
14,197
+895
+7% +$11.2K 0.07% 156
2022
Q4 		$155K Buy
+13,302
New +$171K 0.06% 162

Other funds holding F

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return