FSWA
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Financial Synergies Wealth Advisors’s Ford F Stock Holding History

Financial Synergies 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
2024
Q2 		– Sell
-2,035
Closed -$27K – 196
2024
Q1 		$27K Buy
2,035
+1,938
+1,998% +$23.5K ﹤0.01% 167
2023
Q4 		$1.13K Sell
97
-1,857
-95% -$20.7K ﹤0.01% 313
2023
Q3 		$24.3K Buy
1,954
+23
+1% +$299 ﹤0.01% 158
2023
Q2 		$29.2K Sell
1,931
-74
-4% -$936 ﹤0.01% 139
2023
Q1 		$25.3K Buy
2,005
+1,908
+1,967% +$23.9K ﹤0.01% 155
2022
Q4 		$1.13K Hold
97
– – ﹤0.01% 313
2022
Q3 		$1.08K Sell
97
-1,988
-95% -$27.8K ﹤0.01% 292
2022
Q2 		$23.2K Buy
+2,085
New +$28.6K ﹤0.01% 130

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM