Evolution Wealth Advisors’s Ford F Stock Holding History

Evolution Wealth Advisors’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
2021 Q4	–	Sell	-1,042	Closed	-$15K	–	322
2021 Q3	$15K	Buy	1,042 +720	+224%	+$9.79K	﹤0.01%	352
2021 Q2	$5K	Hold	322	–	–	﹤0.01%	509
2021 Q1	$4K	Hold	322	–	–	﹤0.01%	552
2020 Q4	$3K	Hold	322	–	–	﹤0.01%	512
2020 Q3	$2K	Hold	322	–	–	﹤0.01%	534
2020 Q2	$2K	Buy	+322	New	+$1.78K	﹤0.01%	475
2020 Q1	–	Sell	-794	Closed	-$7K	–	427
2019 Q4	$7K	Buy	+794	New	+$7.14K	﹤0.01%	349
2019 Q3	–	Sell	-616	Closed	-$6K	–	518
2019 Q2	$6K	Buy	616 +615	+61,500%	+$6.06K	﹤0.01%	237
2019 Q1	$0	Hold	1	–	–	﹤0.01%	113
2018 Q4	$0	Buy	+1	New	+$9	﹤0.01%	140

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Evolution Wealth Advisors's F Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Ford (F) in Q4 2021, closing a stake of 1,042 shares — an estimated $15K sold.

Evolution Wealth Advisors first reported a position in F in Q4 2018 and held it in 10 quarters. The position peaked at $15K in Q3 2021. 1,623 funds tracked by Wall St. Rank hold F as of Q4 2021.

Evolution Wealth Advisors reported no remaining Ford position as of Q4 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 1,042 Ford shares in Q4 2021, an estimated $15K.
Evolution Wealth Advisors first reported a position in Ford in Q4 2018 and held it in 10 quarters.
Evolution Wealth Advisors's Ford position peaked at $15K in Q3 2021.
1,623 funds tracked by Wall St. Rank held Ford as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.