HBC Financial Services’s Ford F Stock Holding History

HBC Financial Services’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	$2K	Hold	222	–	–	﹤0.01%	161
2024 Q3	$2K	Hold	222	–	–	﹤0.01%	160
2024 Q2	$2K	Hold	222	–	–	﹤0.01%	142
2024 Q1	$2K	Hold	222	–	–	﹤0.01%	143
2023 Q4	$2K	Sell	222 -15	-6%	-$167	﹤0.01%	141
2023 Q3	$2K	Hold	237	–	–	﹤0.01%	150
2023 Q2	$3K	Hold	237	–	–	﹤0.01%	134
2023 Q1	$3K	Hold	237	–	–	﹤0.01%	148
2022 Q4	$2K	Sell	237 -1,250	-84%	-$16.1K	﹤0.01%	141
2022 Q3	$17K	Sell	1,487 -528	-26%	-$7.39K	0.01%	90
2022 Q2	$23K	Sell	2,015 -1,200	-37%	-$16.4K	0.02%	90
2022 Q1	$47K	Buy	3,215 +965	+43%	+$18.3K	0.03%	64
2021 Q4	$46K	Buy	2,250 +500	+29%	+$9.2K	0.03%	66
2021 Q3	$26K	Hold	1,750	–	–	0.02%	80
2021 Q2	$23K	Sell	1,750 -300	-15%	-$3.99K	0.02%	100
2021 Q1	$25.1K	Sell	2,050 -450	-18%	-$5.15K	0.02%	100
2020 Q4	$22K	Buy	+2,500	New	+$20.9K	0.02%	102

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 $3.37T AUM 44.26% 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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

HBC Financial Services's F Position: Q4 2024 in Review

HBC Financial Services held its Ford (F) position steady in Q4 2024 at 222 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #161.

HBC Financial Services first reported a position in F in Q4 2020 and has held it in 17 quarters since. The position peaked at $47K in Q1 2022. 1,685 funds tracked by Wall St. Rank hold F as of Q4 2024.

HBC Financial Services held 222 shares of Ford worth $2K as of Q4 2024.
HBC Financial Services left its Ford share count unchanged in Q4 2024.
Ford made up ﹤0.01% of HBC Financial Services's portfolio in Q4 2024, its #161 holding.
HBC Financial Services first reported a position in Ford in Q4 2020 and has held it in 17 quarters since.
HBC Financial Services's Ford position peaked at $47K in Q1 2022.
1,685 funds tracked by Wall St. Rank held Ford as of Q4 2024.

Based on HBC Financial Services's 13F filing for Q4 2024, filed 16 Jan 2025.