Financial Gravity Asset Management’s Ford F Stock Holding History

Financial Gravity Asset 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
2025 Q1	$4.28K	Buy	+426	New	+$4.16K	﹤0.01%	734
2024 Q2	–	Sell	-3	Closed	-$41	–	1809
2024 Q1	$41	Buy	+3	New	+$36	﹤0.01%	1840
2023 Q3	–	Sell	-15	Closed	-$2.67K	–	1420
2023 Q2	$2.67K	Buy	+15	New	+$190	0.01%	592
2023 Q1	–	Sell	-12	Closed	-$38	–	1313
2022 Q4	$38	Sell	12 -54	-82%	-$694	﹤0.01%	1254
2022 Q3	$240	Buy	+66	New	+$924	0.01%	519
2022 Q1	–	Sell	-100	Closed	-$2	–	941
2021 Q4	$2	Buy	+100	New	+$1.84K	﹤0.01%	932
2020 Q1	–	Sell	-5,294	Closed	-$18K	–	1197
2019 Q4	$18K	Sell	5,294 -812	-13%	-$7.3K	0.01%	1047
2019 Q3	$56K	Sell	6,106 -4,790	-44%	-$45.5K	0.05%	273
2019 Q2	$111K	Buy	10,896 +658	+6%	+$6.49K	0.09%	220
2019 Q1	$92K	Buy	+10,238	New	+$87.9K	0.07%	212
2018 Q3	$23K	Buy	2,492 +2,128	+585%	+$21.3K	0.02%	453
2018 Q2	$4K	Buy	364 +72	+25%	+$824	﹤0.01%	817
2018 Q1	$3K	Buy	+292	New	+$3.29K	﹤0.01%	843

Other funds holding F

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 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

Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return

Dimensional Fund Advisors

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

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

Norges Bank Oslo, Norway $935B AUM