Clarus Wealth Advisors’s Ford F Stock Holding History

Clarus Wealth 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
2023 Q2	$265K	Sell	17,702 -1,622	-8%	-$20.5K	0.16%	103
2023 Q1	$238K	Sell	19,324 -2,557	-12%	-$32K	0.15%	105
2022 Q4	$281K	Buy	21,881 +2,634	+14%	+$33.8K	0.18%	102
2022 Q3	$219K	Buy	19,247 +937	+5%	+$13.1K	0.16%	102
2022 Q2	$207K	Buy	18,310 +3,726	+26%	+$51K	0.15%	94
2022 Q1	$223K	Buy	14,584 +3,127	+27%	+$59.5K	0.14%	95
2021 Q4	$280K	Buy	+11,457	New	+$211K	0.16%	87
2019 Q3	–	Sell	-856	Closed	-$9K	–	264
2019 Q2	$9K	Buy	856 +305	+55%	+$3.01K	0.01%	446
2019 Q1	$5K	Buy	551 +9	+2%	+$77	﹤0.01%	572
2018 Q4	$4K	Buy	542 +5	+0.9%	+$45	0.01%	594
2018 Q3	$5K	Sell	537 -291	-35%	-$2.91K	﹤0.01%	605
2018 Q2	$9K	Buy	+828	New	+$9.48K	0.01%	540

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Clarus Wealth Advisors's F Position: Q2 2023 in Review

Clarus Wealth Advisors reduced its Ford (F) stake by 8.4% in Q2 2023, selling an estimated $20.5K and leaving 17,702 shares worth $265K. The position accounts for 0.16% of the portfolio, ranked #103.

Clarus Wealth Advisors first reported a position in F in Q2 2018 and has held it in 12 quarters since. The position peaked at $281K in Q4 2022. 1,648 funds tracked by Wall St. Rank hold F as of Q2 2023.

Clarus Wealth Advisors held 17,702 shares of Ford worth $265K as of Q2 2023.
Clarus Wealth Advisors sold 1,622 Ford shares in Q2 2023, an estimated $20.5K.
Ford made up 0.16% of Clarus Wealth Advisors's portfolio in Q2 2023, its #103 holding.
Clarus Wealth Advisors first reported a position in Ford in Q2 2018 and has held it in 12 quarters since.
Clarus Wealth Advisors's Ford position peaked at $281K in Q4 2022.
1,648 funds tracked by Wall St. Rank held Ford as of Q2 2023.

Based on Clarus Wealth Advisors's 13F filing for Q2 2023, filed 10 Jul 2023.