Hall Private Wealth Advisors’s Ford F Stock Holding History

Hall Private 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
2023 Q3	$4.69M	Buy	377,831 +9,264	+3%	+$120K	3.15%	12
2023 Q2	$5.58M	Buy	368,567 +75,077	+26%	+$950K	3.01%	14
2023 Q1	$3.7M	Buy	293,490 +65,899	+29%	+$825K	1.93%	18
2022 Q4	$2.65M	Buy	227,591 +15,097	+7%	+$194K	1.51%	23
2022 Q3	$2.38M	Buy	212,494 +25,722	+14%	+$360K	1.37%	23
2022 Q2	$2.08M	Buy	186,772 +71,860	+63%	+$984K	1.17%	24
2022 Q1	$1.94M	Buy	114,912 +4,868	+4%	+$92.6K	1.04%	20
2021 Q4	$2.29M	Buy	110,044 +4,134	+4%	+$76.1K	1.42%	19
2021 Q3	$1.5M	Buy	105,910 +2,803	+3%	+$38.1K	0.96%	25
2021 Q2	$1.53M	Buy	+103,107	New	+$1.37M	1%	25
2020 Q4	$774K	Buy	+88,067	New	+$737K	0.64%	32

Other funds holding F

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Hall Private Wealth Advisors's F Position: Q3 2023 in Review

Hall Private Wealth Advisors increased its Ford (F) stake by 2.5% in Q3 2023, buying an estimated $120K and bringing the position to 377,831 shares worth $4.69M. The position accounts for 3.15% of the portfolio, ranked #12.

Hall Private Wealth Advisors first reported a position in F in Q4 2020 and has held it in 11 quarters since. The position peaked at $5.58M in Q2 2023. 1,668 funds tracked by Wall St. Rank hold F as of Q3 2023.

Hall Private Wealth Advisors held 377,831 shares of Ford worth $4.69M as of Q3 2023.
Hall Private Wealth Advisors bought 9,264 Ford shares in Q3 2023, an estimated $120K.
Ford made up 3.15% of Hall Private Wealth Advisors's portfolio in Q3 2023, its #12 holding.
Hall Private Wealth Advisors first reported a position in Ford in Q4 2020 and has held it in 11 quarters since.
Hall Private Wealth Advisors's Ford position peaked at $5.58M in Q2 2023.
1,668 funds tracked by Wall St. Rank held Ford as of Q3 2023.

Based on Hall Private Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.