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Core Wealth Advisors (Florida)’s Ford F Stock Holding History

Core Wealth Advisors (Florida)’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
Q2 		– Sell
-1,829
Closed -$24.3K – 111
2024
Q1 		$24.3K Sell
1,829
-33
-2% -$400 0.01% 138
2023
Q4 		$22.7K Sell
1,862
-830
-31% -$9.24K 0.01% 134
2023
Q3 		$33.4K Sell
2,692
-650
-19% -$8.44K 0.01% 94
2023
Q2 		$50.6K Sell
3,342
-30
-0.9% -$380 0.02% 79
2023
Q1 		$42.5K Buy
3,372
+100
+3% +$1.25K 0.02% 84
2022
Q4 		$38.1K Sell
3,272
-11,483
-78% -$148K 0.02% 89
2022
Q3 		$165K Buy
14,755
+5,373
+57% +$75.2K 0.1% 39
2022
Q2 		$104K Buy
9,382
+6,135
+189% +$84K 0.06% 49
2022
Q1 		$55K Buy
3,247
+1,210
+59% +$23K 0.03% 72
2021
Q4 		$42K Hold
2,037
– – 0.03% 95
2021
Q3 		$29K Buy
2,037
+250
+14% +$3.4K 0.02% 96
2021
Q2 		$27K Buy
1,787
+988
+124% +$13.1K 0.02% 88
2021
Q1 		$10K Buy
799
+250
+46% +$2.86K 0.01% 113
2020
Q4 		$5K Buy
549
+500
+1,020% +$4.19K ﹤0.01% 138
2020
Q3 		$0 Hold
49
– – ﹤0.01% 166
2020
Q2 		$0 Hold
49
– – ﹤0.01% 139
2020
Q1 		$0 Hold
49
– – ﹤0.01% 154
2019
Q4 		$0 Buy
+49
New +$440 ﹤0.01% 132

Other funds holding F

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Core Wealth Advisors (Florida)'s F Position: Q2 2024 in Review

Core Wealth Advisors (Florida) sold out of Ford (F) in Q2 2024, closing a stake of 1,829 shares — an estimated $24.3K sold.

Core Wealth Advisors (Florida) first reported a position in F in Q4 2019 and held it in 18 quarters. The position peaked at $165K in Q3 2022. 1,648 funds tracked by Wall St. Rank hold F as of Q2 2024.

  • Core Wealth Advisors (Florida) reported no remaining Ford position as of Q2 2024 after selling out during the quarter.
  • Core Wealth Advisors (Florida) sold 1,829 Ford shares in Q2 2024, an estimated $24.3K.
  • Core Wealth Advisors (Florida) first reported a position in Ford in Q4 2019 and held it in 18 quarters.
  • Core Wealth Advisors (Florida)'s Ford position peaked at $165K in Q3 2022.
  • 1,648 funds tracked by Wall St. Rank held Ford as of Q2 2024.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2024, filed 15 Aug 2024.