GWMIA
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Global Wealth Management Investment Advisory’s Ford F Stock Holding History

Global Wealth Management Investment Advisory’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
Q1 		– Sell
-2,818
Closed -$34.4K – 242
2023
Q4 		$34.4K Sell
2,818
-125
-4% -$1.39K 0.01% 218
2023
Q3 		$36.6K Hold
2,943
– – 0.01% 211
2023
Q2 		$44.5K Buy
+2,943
New +$37.2K 0.01% 199
2022
Q3 		– Sell
-3,354
Closed -$37K – 254
2022
Q2 		$37K Buy
3,354
+320
+11% +$4.38K 0.01% 199
2022
Q1 		$51K Buy
3,034
+5
+0.2% +$95 0.02% 190
2021
Q4 		$63K Buy
3,029
+341
+13% +$6.28K 0.02% 179
2021
Q3 		$38K Buy
2,688
+412
+18% +$5.6K 0.01% 218
2021
Q2 		$34K Sell
2,276
-442
-16% -$5.88K 0.01% 212
2021
Q1 		$33K Buy
2,718
+91
+3% +$1.04K 0.01% 214
2020
Q4 		$23K Hold
2,627
– – 0.01% 227
2020
Q3 		$17K Sell
2,627
-2,479
-49% -$16.8K 0.01% 238
2020
Q2 		$31K Sell
5,106
-962
-16% -$5.33K 0.01% 232
2020
Q1 		$29K Sell
6,068
-211,660
-97% -$1.59M 0.01% 215
2019
Q4 		$2.02M Buy
217,728
+92,708
+74% +$833K 0.86% 46
2019
Q3 		$1.15M Buy
125,020
+7,016
+6% +$66.6K 0.52% 63
2019
Q2 		$1.21M Buy
118,004
+112,773
+2,156% +$1.11M 0.58% 60
2019
Q1 		$46K Buy
5,231
+22
+0.4% +$189 0.02% 214
2018
Q4 		$40K Buy
+5,209
New +$46.4K 0.02% 230

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
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

Global Wealth Management Investment Advisory's F Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of Ford (F) in Q1 2024, closing a stake of 2,818 shares — an estimated $34.4K sold.

Global Wealth Management Investment Advisory first reported a position in F in Q4 2018 and held it in 18 quarters. The position peaked at $2.02M in Q4 2019. 1,682 funds tracked by Wall St. Rank hold F as of Q1 2024.

  • Global Wealth Management Investment Advisory reported no remaining Ford position as of Q1 2024 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 2,818 Ford shares in Q1 2024, an estimated $34.4K.
  • Global Wealth Management Investment Advisory first reported a position in Ford in Q4 2018 and held it in 18 quarters.
  • Global Wealth Management Investment Advisory's Ford position peaked at $2.02M in Q4 2019.
  • 1,682 funds tracked by Wall St. Rank held Ford as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.