FPGT
F icon

Financial Partners Group (Tennessee)’s Ford F Stock Holding History

Financial Partners Group (Tennessee)’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 		– Sell
-75,736
Closed -$800K – 97
2024
Q3 		$800K Buy
75,736
+5,803
+8% +$66.4K 0.3% 65
2024
Q2 		$877K Sell
69,933
-21,380
-23% -$264K 0.34% 60
2024
Q1 		$1.21M Buy
91,313
+5,289
+6% +$64.1K 0.47% 51
2023
Q4 		$1.05M Sell
86,024
-2,330
-3% -$25.9K 0.47% 49
2023
Q3 		$1.1M Buy
88,354
+1,732
+2% +$22.5K 0.53% 45
2023
Q2 		$1.31M Buy
86,622
+6,770
+8% +$85.6K 0.66% 34
2023
Q1 		$1.01M Buy
79,852
+4,641
+6% +$58.1K 0.53% 40
2022
Q4 		$875K Buy
+75,211
New +$966K 0.52% 40

Other funds holding F

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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