Edge Wealth Management’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-10,870
| Closed | -$226K | – | 231 |
|
|
2021
Q4 | $226K | Buy |
10,870
+1,000
| +10% | +$18.4K | 0.04% | 88 |
|
|
2021
Q3 | $140K | Buy |
9,870
+4,000
| +68% | +$54.4K | 0.03% | 102 |
|
|
2021
Q2 | $88K | Buy |
5,870
+3,000
| +105% | +$39.9K | 0.02% | 145 |
|
|
2021
Q1 | $35K | Buy |
+2,870
| New | +$32.8K | 0.01% | 216 |
|
|
2020
Q3 | – | Sell |
-665
| Closed | -$4K | – | 507 |
|
|
2020
Q2 | $4K | Hold |
665
| – | – | ﹤0.01% | 574 |
|
|
2020
Q1 | $3K | Buy |
665
+500
| +303% | +$3.75K | ﹤0.01% | 518 |
|
|
2019
Q4 | $2K | Hold |
165
| – | – | ﹤0.01% | 534 |
|
|
2019
Q3 | $1K | Hold |
165
| – | – | ﹤0.01% | 554 |
|
|
2019
Q2 | $2K | Hold |
165
| – | – | ﹤0.01% | 532 |
|
|
2019
Q1 | $1K | Hold |
165
| – | – | ﹤0.01% | 534 |
|
|
2018
Q4 | $1K | Sell |
165
-27,000
| -99% | -$241K | ﹤0.01% | 541 |
|
|
2018
Q3 | $251K | Sell |
27,165
-8,131
| -23% | -$81.3K | 0.06% | 127 |
|
|
2018
Q2 | $391K | Sell |
35,296
-4,280
| -11% | -$49K | 0.1% | 106 |
|
|
2018
Q1 | $438K | Buy |
39,576
+8,036
| +25% | +$90.7K | 0.12% | 92 |
|
|
2017
Q4 | $394K | Sell |
31,540
-1,070
| -3% | -$13.2K | 0.11% | 97 |
|
|
2017
Q3 | $391K | Sell |
32,610
-8,700
| -21% | -$98.1K | 0.12% | 95 |
|
|
2017
Q2 | $467K | Buy |
41,310
+38,095
| +1,185% | +$425K | 0.15% | 85 |
|
|
2017
Q1 | $37K | Buy |
3,215
+165
| +5% | +$2.05K | 0.01% | 229 |
|
|
2016
Q4 | $37K | Sell |
3,050
-500
| -14% | -$6.07K | 0.01% | 210 |
|
|
2016
Q3 | $43K | Buy |
3,550
+500
| +16% | +$6.31K | 0.02% | 196 |
|
|
2016
Q2 | $38K | Sell |
3,050
-4,470
| -59% | -$58.9K | 0.02% | 195 |
|
|
2016
Q1 | $102K | Hold |
7,520
| – | – | 0.05% | 133 |
|
|
2015
Q4 | $106K | Sell |
7,520
-9,000
| -54% | -$130K | 0.04% | 135 |
|
|
2015
Q3 | $220K | Sell |
16,520
-383,665
| -96% | -$5.48M | 0.08% | 98 |
|
|
2015
Q2 | $6.02M | Sell |
400,185
-6,935
| -2% | -$108K | 2.06% | 19 |
|
|
2015
Q1 | $6.62M | Buy |
407,120
+396,997
| +3,922% | +$6.27M | 2.22% | 15 |
|
|
2014
Q4 | $157K | Hold |
10,123
| – | – | 0.06% | 117 |
|
|
2014
Q3 | $150K | Buy |
10,123
+2,921
| +41% | +$49.9K | 0.06% | 107 |
|
|
2014
Q2 | $124K | Buy |
7,202
+3,594
| +100% | +$58.5K | 0.05% | 120 |
|
|
2014
Q1 | $56K | Hold |
3,608
| – | – | 0.02% | 167 |
|
|
2013
Q4 | $56K | Hold |
3,608
| – | – | 0.03% | 159 |
|
|
2013
Q3 | $61K | Buy |
3,608
+1,000
| +38% | +$16.9K | 0.04% | 133 |
|
|
2013
Q2 | $41K | Buy |
+2,608
| New | +$37.4K | 0.03% | 145 |
|
Other funds holding F
Edge Wealth Management's F Position: Q1 2022 in Review
Edge Wealth Management sold out of Ford (F) in Q1 2022, closing a stake of 10,870 shares — an estimated $226K sold.
Edge Wealth Management first reported a position in F in Q2 2013 and held it in 33 quarters. The position peaked at $6.62M in Q1 2015. 1,638 funds tracked by Wall St. Rank hold F as of Q1 2022.
- Edge Wealth Management reported no remaining Ford position as of Q1 2022 after selling out during the quarter.
- Edge Wealth Management sold 10,870 Ford shares in Q1 2022, an estimated $226K.
- Edge Wealth Management first reported a position in Ford in Q2 2013 and held it in 33 quarters.
- Edge Wealth Management's Ford position peaked at $6.62M in Q1 2015.
- 1,638 funds tracked by Wall St. Rank held Ford as of Q1 2022.
Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.