Claris Advisors’s Ford F Stock Holding History

Claris 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 Q4	–	Sell	-1,735	Closed	-$18.3K	–	424
2024 Q3	$18.3K	Buy	+1,735	New	+$19.9K	0.01%	190

Other funds holding F

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Claris Advisors's F Position: Q4 2024 in Review

Claris Advisors sold out of Ford (F) in Q4 2024, closing a stake of 1,735 shares — an estimated $18.3K sold.

Claris Advisors first reported a position in F in Q3 2024 and held it in 1 quarter. The position peaked at $18.3K in Q3 2024. 1,681 funds tracked by Wall St. Rank hold F as of Q4 2024.

Claris Advisors reported no remaining Ford position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 1,735 Ford shares in Q4 2024, an estimated $18.3K.
Claris Advisors first reported a position in Ford in Q3 2024 and held it in 1 quarter.
Claris Advisors's Ford position peaked at $18.3K in Q3 2024.
1,681 funds tracked by Wall St. Rank held Ford as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.