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Dougherty Wealth Advisers’s Ford F Stock Holding History

Dougherty Wealth Advisers’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
2019
Q3 		– Sell
-1,000
Closed -$10K – 192
2019
Q2 		$10K Buy
+1,000
New +$9.86K 0.03% 206
2019
Q1 		– Sell
-1,000
Closed -$8K – 211
2018
Q4 		$8K Buy
+1,000
New +$8.91K 0.03% 184

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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Dougherty Wealth Advisers's F Position: Q3 2019 in Review

Dougherty Wealth Advisers sold out of Ford (F) in Q3 2019, closing a stake of 1,000 shares — an estimated $10K sold.

Dougherty Wealth Advisers first reported a position in F in Q4 2018 and held it in 2 quarters. The position peaked at $10K in Q2 2019. 1,105 funds tracked by Wall St. Rank hold F as of Q3 2019.

  • Dougherty Wealth Advisers reported no remaining Ford position as of Q3 2019 after selling out during the quarter.
  • Dougherty Wealth Advisers sold 1,000 Ford shares in Q3 2019, an estimated $10K.
  • Dougherty Wealth Advisers first reported a position in Ford in Q4 2018 and held it in 2 quarters.
  • Dougherty Wealth Advisers's Ford position peaked at $10K in Q2 2019.
  • 1,105 funds tracked by Wall St. Rank held Ford as of Q3 2019.

Based on Dougherty Wealth Advisers's 13F filing for Q3 2019, filed 12 Nov 2019.