Clear Perspective Advisors’s Ford F Stock Holding History

Clear Perspective 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
2021 Q4	$943K	Buy	45,408 +1,371	+3%	+$25.2K	0.29%	61
2021 Q3	$624K	Buy	44,037 +335	+0.8%	+$4.56K	0.21%	77
2021 Q2	$649K	Buy	43,702 +6,724	+18%	+$89.4K	0.23%	76
2021 Q1	$453K	Buy	36,978 +18,853	+104%	+$216K	0.18%	90
2020 Q4	$159K	Sell	18,125 -1,919	-10%	-$16.1K	0.07%	141
2020 Q3	$1.64K	Sell	20,044 -1,100	-5%	-$7.45K	0.77%	26
2020 Q2	$129K	Buy	21,144 +8,975	+74%	+$49.7K	0.07%	120
2020 Q1	$59K	Buy	+12,169	New	+$91.2K	0.04%	111
2019 Q3	–	Sell	-18,739	Closed	-$192K	–	163
2019 Q2	$192K	Sell	18,739 -105	-0.6%	-$1.03K	0.12%	141
2019 Q1	$176K	Buy	+18,844	New	+$162K	0.12%	136
2018 Q4	–	Sell	-41,319	Closed	-$368K	–	135
2018 Q3	$382K	Hold	41,319	–	–	0.28%	100
2018 Q2	$457K	Buy	41,319 +10,500	+34%	+$120K	0.32%	86
2018 Q1	$341K	Buy	30,819 +4,219	+16%	+$47.6K	0.25%	96
2017 Q4	$332K	Sell	26,600 -119	-0.4%	-$1.47K	0.25%	99
2017 Q3	$320K	Buy	26,719 +18,110	+210%	+$204K	0.26%	100
2017 Q2	$96K	Sell	8,609 -860	-9%	-$9.6K	0.08%	171
2017 Q1	$110K	Buy	9,469 +200	+2%	+$2.48K	0.07%	159
2016 Q4	$112K	Buy	+9,269	New	+$112K	0.07%	159

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Clear Perspective Advisors's F Position: Q4 2021 in Review

Clear Perspective Advisors increased its Ford (F) stake by 3.1% in Q4 2021, buying an estimated $25.2K and bringing the position to 45,408 shares worth $943K. The position accounts for 0.29% of the portfolio, ranked #61.

Clear Perspective Advisors first reported a position in F in Q4 2016 and has held it in 18 quarters since. 1,624 funds tracked by Wall St. Rank hold F as of Q4 2021.

Clear Perspective Advisors held 45,408 shares of Ford worth $943K as of Q4 2021.
Clear Perspective Advisors bought 1,371 Ford shares in Q4 2021, an estimated $25.2K.
Ford made up 0.29% of Clear Perspective Advisors's portfolio in Q4 2021, its #61 holding.
Clear Perspective Advisors first reported a position in Ford in Q4 2016 and has held it in 18 quarters since.
1,624 funds tracked by Wall St. Rank held Ford as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.