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 $5.7T AUM 30.48% 1-Year Est. Return

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return