Fiduciary Planning’s Ford F Stock Holding History

Fiduciary Planning’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 Q2	–	Sell	-426	Closed	-$5K	–	129
2021 Q1	$5K	Buy	426 +30	+8%	+$343	0.01%	194
2020 Q4	$3K	Buy	396 +96	+32%	+$804	﹤0.01%	196
2020 Q3	$2K	Buy	+300	New	+$2.03K	﹤0.01%	163

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fiduciary Planning's F Position: Q2 2021 in Review

Fiduciary Planning sold out of Ford (F) in Q2 2021, closing a stake of 426 shares — an estimated $5K sold.

Fiduciary Planning first reported a position in F in Q3 2020 and held it in 3 quarters. The position peaked at $5K in Q1 2021. 1,391 funds tracked by Wall St. Rank hold F as of Q2 2021.

Fiduciary Planning reported no remaining Ford position as of Q2 2021 after selling out during the quarter.
Fiduciary Planning sold 426 Ford shares in Q2 2021, an estimated $5K.
Fiduciary Planning first reported a position in Ford in Q3 2020 and held it in 3 quarters.
Fiduciary Planning's Ford position peaked at $5K in Q1 2021.
1,391 funds tracked by Wall St. Rank held Ford as of Q2 2021.

Based on Fiduciary Planning's 13F filing for Q2 2021, filed 6 Aug 2021.