EWM
F icon

EPG Wealth Management’s Ford F Stock Holding History

EPG 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
Q2 		– Sell
-10,393
Closed -$129K – 262
2024
Q1 		$138K Buy
+10,393
New +$126K 0.03% 269
2023
Q1 		– Sell
-12,621
Closed -$147K – 418
2022
Q4 		$147K Sell
12,621
-1,201
-9% -$15.4K 0.06% 221
2022
Q3 		$155K Buy
13,822
+113
+0.8% +$1.58K 0.06% 212
2022
Q2 		$153K Buy
13,709
+1,083
+9% +$14.8K 0.07% 212
2022
Q1 		$213K Buy
12,626
+1,144
+10% +$21.8K 0.07% 225
2021
Q4 		$238K Buy
11,482
+699
+6% +$12.9K 0.08% 204
2021
Q3 		$153K Sell
10,783
-64
-0.6% -$871 0.06% 225
2021
Q2 		$161K Buy
+10,847
New +$144K 0.07% 208
2020
Q2 		– Sell
-9,687
Closed -$47K – 346
2020
Q1 		$47K Buy
9,687
+2,433
+34% +$18.2K 0.03% 288
2019
Q4 		$67K Buy
+7,254
New +$65.2K 0.05% 193

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

EPG Wealth Management's F Position: Q2 2024 in Review

EPG Wealth Management sold out of Ford (F) in Q2 2024, closing a stake of 10,393 shares — an estimated $129K sold.

EPG Wealth Management first reported a position in F in Q4 2019 and held it in 10 quarters. The position peaked at $238K in Q4 2021. 1,643 funds tracked by Wall St. Rank hold F as of Q2 2024.

  • EPG Wealth Management reported no remaining Ford position as of Q2 2024 after selling out during the quarter.
  • EPG Wealth Management sold 10,393 Ford shares in Q2 2024, an estimated $129K.
  • EPG Wealth Management first reported a position in Ford in Q4 2019 and held it in 10 quarters.
  • EPG Wealth Management's Ford position peaked at $238K in Q4 2021.
  • 1,643 funds tracked by Wall St. Rank held Ford as of Q2 2024.

Based on EPG Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.