Engrave Wealth Partners’s Ford F Stock Holding History

Engrave Wealth Partners’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
2020 Q3	–	Sell	-2,719	Closed	-$16K	–	183
2020 Q2	$16K	Hold	2,719	–	–	0.01%	201
2020 Q1	$13K	Hold	2,719	–	–	0.02%	189
2019 Q4	$25K	Buy	+2,719	New	+$24.4K	0.02%	189

Other funds holding F

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Engrave Wealth Partners's F Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Ford (F) in Q3 2020, closing a stake of 2,719 shares — an estimated $16K sold.

Engrave Wealth Partners first reported a position in F in Q4 2019 and held it in 3 quarters. The position peaked at $25K in Q4 2019. 1,090 funds tracked by Wall St. Rank hold F as of Q3 2020.

Engrave Wealth Partners reported no remaining Ford position as of Q3 2020 after selling out during the quarter.
Engrave Wealth Partners sold 2,719 Ford shares in Q3 2020, an estimated $16K.
Engrave Wealth Partners first reported a position in Ford in Q4 2019 and held it in 3 quarters.
Engrave Wealth Partners's Ford position peaked at $25K in Q4 2019.
1,090 funds tracked by Wall St. Rank held Ford as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.