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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Financial Synergies Wealth Advisors's F Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Ford (F) in Q2 2024, closing a stake of 2,035 shares — an estimated $27K sold.

Financial Synergies Wealth Advisors first reported a position in F in Q2 2022 and held it in 8 quarters. The position peaked at $29.2K in Q2 2023. 1,648 funds tracked by Wall St. Rank hold F as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Ford position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 2,035 Ford shares in Q2 2024, an estimated $27K.
Financial Synergies Wealth Advisors first reported a position in Ford in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's Ford position peaked at $29.2K in Q2 2023.
1,648 funds tracked by Wall St. Rank held Ford as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.