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Eads & Heald Wealth Management’s Ford F Stock Holding History

Eads & Heald 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
Q4 		– Sell
-11,630
Closed -$123K – 139
2024
Q3 		$123K Buy
+11,630
New +$133K 0.06% 144
2022
Q2 		– Sell
-19,321
Closed -$327K – 150
2022
Q1 		$327K Sell
19,321
-20,980
-52% -$399K 0.15% 126
2021
Q4 		$837K Buy
+40,301
New +$742K 0.36% 96
2019
Q1 		– Sell
-14,105
Closed -$108K – 128
2018
Q4 		$108K Sell
14,105
-1,560
-10% -$13.9K 0.07% 123
2018
Q3 		$145K Sell
15,665
-15,355
-50% -$154K 0.08% 127
2018
Q2 		$343K Sell
31,020
-380
-1% -$4.35K 0.21% 113
2018
Q1 		$348K Buy
31,400
+270
+0.9% +$3.05K 0.22% 114
2017
Q4 		$389K Buy
31,130
+18,770
+152% +$231K 0.23% 113
2017
Q3 		$148K Sell
12,360
-140
-1% -$1.58K 0.09% 130
2017
Q2 		$140K Buy
12,500
+2,270
+22% +$25.3K 0.09% 128
2017
Q1 		$119K Sell
10,230
-270
-3% -$3.35K 0.08% 128
2016
Q4 		$127K Hold
10,500
– – 0.09% 130
2016
Q3 		$127K Buy
10,500
+25
+0.2% +$316 0.09% 128
2016
Q2 		$132K Buy
+10,475
New +$138K 0.09% 130

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Eads & Heald Wealth Management's F Position: Q4 2024 in Review

Eads & Heald Wealth Management sold out of Ford (F) in Q4 2024, closing a stake of 11,630 shares — an estimated $123K sold.

Eads & Heald Wealth Management first reported a position in F in Q2 2016 and held it in 14 quarters. The position peaked at $837K in Q4 2021. 1,681 funds tracked by Wall St. Rank hold F as of Q4 2024.

  • Eads & Heald Wealth Management reported no remaining Ford position as of Q4 2024 after selling out during the quarter.
  • Eads & Heald Wealth Management sold 11,630 Ford shares in Q4 2024, an estimated $123K.
  • Eads & Heald Wealth Management first reported a position in Ford in Q2 2016 and held it in 14 quarters.
  • Eads & Heald Wealth Management's Ford position peaked at $837K in Q4 2021.
  • 1,681 funds tracked by Wall St. Rank held Ford as of Q4 2024.

Based on Eads & Heald Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.