Dynamic Wealth Strategies’s Ford F Stock Holding History

Dynamic Wealth Strategies’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 Q3	–	Sell	-1,011	Closed	-$13K	–	235
2024 Q2	$13K	Hold	1,011	–	–	0.01%	186
2024 Q1	$13K	Hold	1,011	–	–	0.01%	193
2023 Q4	$12.3K	Buy	+1,011	New	+$11.3K	0.01%	193

Other funds holding F

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dynamic Wealth Strategies's F Position: Q3 2024 in Review

Dynamic Wealth Strategies sold out of Ford (F) in Q3 2024, closing a stake of 1,011 shares — an estimated $13K sold.

Dynamic Wealth Strategies first reported a position in F in Q4 2023 and held it in 3 quarters. The position peaked at $13K in Q2 2024. 1,631 funds tracked by Wall St. Rank hold F as of Q3 2024.

Dynamic Wealth Strategies reported no remaining Ford position as of Q3 2024 after selling out during the quarter.
Dynamic Wealth Strategies sold 1,011 Ford shares in Q3 2024, an estimated $13K.
Dynamic Wealth Strategies first reported a position in Ford in Q4 2023 and held it in 3 quarters.
Dynamic Wealth Strategies's Ford position peaked at $13K in Q2 2024.
1,631 funds tracked by Wall St. Rank held Ford as of Q3 2024.

Based on Dynamic Wealth Strategies's 13F filing for Q3 2024, filed 13 Nov 2024.