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Executive Wealth Management’s Ford F Stock Holding History

Executive 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
Q4 		$404K Sell
40,833
-3,942
-9% -$42K 0.03% 186
2024
Q3 		$473K Buy
+44,775
New +$512K 0.04% 177
2024
Q2 		– Sell
-48,726
Closed -$648K – 161
2024
Q1 		$648K Buy
48,726
+5,557
+13% +$67.4K 0.06% 134
2023
Q4 		$526K Sell
43,169
-3,030
-7% -$33.7K 0.05% 136
2023
Q3 		$574K Sell
46,199
-4
-0% -$52 0.06% 135
2023
Q2 		$699K Sell
46,203
-862
-2% -$10.9K 0.07% 127
2023
Q1 		$593K Buy
47,065
+67
+0.1% +$839 0.07% 130
2022
Q4 		$547K Buy
46,998
+46,452
+8,508% +$597K 0.07% 131
2022
Q3 		$546 Sell
546
-47,923
-99% -$671K 0.08% 122
2022
Q2 		$539K Sell
48,469
-3,017
-6% -$41.3K 0.07% 123
2022
Q1 		$870K Buy
51,486
+1,904
+4% +$36.2K 0.09% 122
2021
Q4 		$1.03M Buy
49,582
+4,017
+9% +$73.9K 0.1% 118
2021
Q3 		$645K Sell
45,565
-14,514
-24% -$197K 0.07% 124
2021
Q2 		$892K Buy
60,079
+4,538
+8% +$60.3K 0.1% 120
2021
Q1 		$680K Buy
55,541
+1,680
+3% +$19.2K 0.08% 123
2020
Q4 		$473K Sell
53,861
-7,047
-12% -$59K 0.06% 122
2020
Q3 		$405K Buy
60,908
+3,543
+6% +$24K 0.06% 116
2020
Q2 		$348K Buy
57,365
+2,741
+5% +$15.2K 0.05% 113
2020
Q1 		$263K Buy
54,624
+1,761
+3% +$13.2K 0.05% 107
2019
Q4 		$491K Sell
52,863
-3,424
-6% -$30.8K 0.07% 117
2019
Q3 		$515K Sell
56,287
-3,116
-5% -$29.6K 0.08% 102
2019
Q2 		$608K Buy
59,403
+8,086
+16% +$79.7K 0.09% 122
2019
Q1 		$451K Sell
51,317
-23,893
-32% -$205K 0.08% 114
2018
Q4 		$590K Buy
+75,210
New +$670K 0.1% 96

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Executive Wealth Management's F Position: Q4 2024 in Review

Executive Wealth Management reduced its Ford (F) stake by 8.8% in Q4 2024, selling an estimated $42K and leaving 40,833 shares worth $404K. The position accounts for 0.03% of the portfolio, ranked #186.

Executive Wealth Management first reported a position in F in Q4 2018 and has held it in 24 quarters since. The position peaked at $1.03M in Q4 2021. 1,681 funds tracked by Wall St. Rank hold F as of Q4 2024.

  • Executive Wealth Management held 40,833 shares of Ford worth $404K as of Q4 2024.
  • Executive Wealth Management sold 3,942 Ford shares in Q4 2024, an estimated $42K.
  • Ford made up 0.03% of Executive Wealth Management's portfolio in Q4 2024, its #186 holding.
  • Executive Wealth Management first reported a position in Ford in Q4 2018 and has held it in 24 quarters since.
  • Executive Wealth Management's Ford position peaked at $1.03M in Q4 2021.
  • 1,681 funds tracked by Wall St. Rank held Ford as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.