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Emerson Wealth’s Ford F Stock Holding History

Emerson Wealth’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
2022
Q2 		$9K Hold
837
– – 0.01% 55
2022
Q1 		$14K Buy
837
+108
+15% +$2.05K 0.01% 50
2021
Q4 		$15K Buy
+729
New +$13.4K 0.01% 41
2019
Q2 		– Sell
-483,984
Closed -$4.25M – 28
2019
Q1 		$4.25M Buy
483,984
+98,851
+26% +$849K 3.24% 6
2018
Q4 		$2.95M Buy
+385,133
New +$3.43M 2.84% 7

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Emerson Wealth's F Position: Q2 2022 in Review

Emerson Wealth held its Ford (F) position steady in Q2 2022 at 837 shares worth $9K. The position accounts for 0.01% of the portfolio, ranked #55.

Emerson Wealth first reported a position in F in Q4 2018 and has held it in 5 quarters since. The position peaked at $4.25M in Q1 2019. 1,620 funds tracked by Wall St. Rank hold F as of Q2 2022.

  • Emerson Wealth held 837 shares of Ford worth $9K as of Q2 2022.
  • Emerson Wealth left its Ford share count unchanged in Q2 2022.
  • Ford made up 0.01% of Emerson Wealth's portfolio in Q2 2022, its #55 holding.
  • Emerson Wealth first reported a position in Ford in Q4 2018 and has held it in 5 quarters since.
  • Emerson Wealth's Ford position peaked at $4.25M in Q1 2019.
  • 1,620 funds tracked by Wall St. Rank held Ford as of Q2 2022.

Based on Emerson Wealth's 13F filing for Q2 2022, filed 3 Aug 2022.