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Grunden Financial Advisory’s Ford F Stock Holding History

Grunden Financial 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
Q3 		– Sell
-10,771
Closed -$135K – 25
2024
Q2 		$135K Sell
10,771
-11,907
-53% -$147K 0.07% 26
2024
Q1 		$301K Buy
22,678
+11
+0% +$133 0.16% 19
2023
Q4 		$276K Buy
+22,667
New +$252K 0.16% 21

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Grunden Financial Advisory's F Position: Q3 2024 in Review

Grunden Financial Advisory sold out of Ford (F) in Q3 2024, closing a stake of 10,771 shares — an estimated $135K sold.

Grunden Financial Advisory first reported a position in F in Q4 2023 and held it in 3 quarters. The position peaked at $301K in Q1 2024. 1,627 funds tracked by Wall St. Rank hold F as of Q3 2024.

  • Grunden Financial Advisory reported no remaining Ford position as of Q3 2024 after selling out during the quarter.
  • Grunden Financial Advisory sold 10,771 Ford shares in Q3 2024, an estimated $135K.
  • Grunden Financial Advisory first reported a position in Ford in Q4 2023 and held it in 3 quarters.
  • Grunden Financial Advisory's Ford position peaked at $301K in Q1 2024.
  • 1,627 funds tracked by Wall St. Rank held Ford as of Q3 2024.

Based on Grunden Financial Advisory's 13F filing for Q3 2024, filed 9 Oct 2024.