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Curi Wealth Management’s Ford F Stock Holding History

Curi Wealth Management’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
Q1 		– Sell
-12,479
Closed -$152K – 48
2023
Q4 		$152K Buy
12,479
+158
+1% +$1.76K 0.02% 156
2023
Q3 		$153K Buy
12,321
+91
+0.7% +$1.18K 0.02% 147
2023
Q2 		$185K Buy
12,230
+430
+4% +$5.44K 0.03% 166
2023
Q1 		$149K Sell
11,800
-3,955
-25% -$49.5K 0.02% 164
2022
Q4 		$183K Sell
15,755
-206
-1% -$2.65K 0.03% 185
2022
Q3 		$179K Buy
15,961
+7,958
+99% +$111K 0.03% 179
2022
Q2 		$89K Buy
8,003
+876
+12% +$12K 0.02% 183
2022
Q1 		$120K Buy
7,127
+6,023
+546% +$115K 0.02% 144
2021
Q4 		$22K Buy
+1,104
New +$20.3K ﹤0.01% 240
2021
Q1 		– Sell
-104
Closed – – 228
2020
Q4 		$0 Buy
+104
New +$871 ﹤0.01% 429

Other funds holding F

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Curi Wealth Management's F Position: Q1 2024 in Review

Curi Wealth Management sold out of Ford (F) in Q1 2024, closing a stake of 12,479 shares — an estimated $152K sold.

Curi Wealth Management first reported a position in F in Q4 2020 and held it in 10 quarters. The position peaked at $185K in Q2 2023. 1,682 funds tracked by Wall St. Rank hold F as of Q1 2024.

  • Curi Wealth Management reported no remaining Ford position as of Q1 2024 after selling out during the quarter.
  • Curi Wealth Management sold 12,479 Ford shares in Q1 2024, an estimated $152K.
  • Curi Wealth Management first reported a position in Ford in Q4 2020 and held it in 10 quarters.
  • Curi Wealth Management's Ford position peaked at $185K in Q2 2023.
  • 1,682 funds tracked by Wall St. Rank held Ford as of Q1 2024.

Based on Curi Wealth Management's 13F filing for Q1 2024.