Clear Investment Research’s Ford F Stock Holding History

Clear Investment Research’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	-501	Closed	-$5.3K	–	229
2024 Q3	$5.3K	Sell	501 -98	-16%	-$1.12K	0.01%	167
2024 Q2	$7.51K	Sell	599 -41	-6%	-$507	0.01%	158
2024 Q1	$8.5K	Buy	640 +18	+3%	+$218	0.01%	159
2023 Q4	$7.59K	Buy	622 +10	+2%	+$111	0.01%	188
2023 Q3	$7.6K	Hold	612	–	–	0.01%	136
2023 Q2	$9.25K	Buy	612 +61	+11%	+$772	0.02%	135
2023 Q1	$6.94K	Buy	551 +34	+7%	+$426	0.01%	132
2022 Q4	$6K	Buy	517 +6	+1%	+$77	0.01%	128
2022 Q3	$6K	Buy	511 +5	+1%	+$70	0.01%	127
2022 Q2	$6K	Buy	506 +4	+0.8%	+$55	0.01%	109
2022 Q1	$9K	Buy	502 +2	+0.4%	+$38	0.02%	112
2021 Q4	$10K	Buy	+500	New	+$9.2K	0.02%	114
2017 Q2	–	Sell	-100	Closed	-$1K	–	54
2017 Q1	$1K	Buy	+100	New	+$1.24K	﹤0.01%	40

Other funds holding F

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 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

Koshinski Asset Management

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

Dimensional Fund Advisors

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 $653B AUM 32.41% 1-Year Est. Return