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Gilliland Jeter Wealth Management’s Ford F Stock Holding History

Gilliland Jeter Wealth 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
2024
Q4 		– Sell
-1,741
Closed -$18.4K – 324
2024
Q3 		$18.4K Sell
1,741
-600
-26% -$6.87K 0.01% 401
2024
Q2 		$29.4K Hold
2,341
– – 0.01% 343
2024
Q1 		$31.1K Buy
+2,341
New +$28.4K 0.01% 336

Other funds holding F

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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

Gilliland Jeter Wealth Management's F Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of Ford (F) in Q4 2024, closing a stake of 1,741 shares — an estimated $18.4K sold.

Gilliland Jeter Wealth Management first reported a position in F in Q1 2024 and held it in 3 quarters. The position peaked at $31.1K in Q1 2024. 1,681 funds tracked by Wall St. Rank hold F as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining Ford position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 1,741 Ford shares in Q4 2024, an estimated $18.4K.
  • Gilliland Jeter Wealth Management first reported a position in Ford in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's Ford position peaked at $31.1K in Q1 2024.
  • 1,681 funds tracked by Wall St. Rank held Ford as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.