Heritage Wealth Management (Arizona)’s Ford F Stock Holding History

Heritage Wealth Management (Arizona)’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
2022 Q4	$55.5K	Buy	4,770 +2,561	+116%	+$32.9K	0.01%	485
2022 Q3	$25K	Buy	2,209 +153	+7%	+$2.14K	0.01%	494
2022 Q2	$22.9K	Hold	2,056	–	–	0.01%	522
2022 Q1	$35K	Buy	+2,056	New	+$39.1K	0.01%	517
2021 Q3	$18K	Sell	1,291 -100	-7%	-$1.36K	0.01%	569
2021 Q2	$21K	Sell	1,391 -343	-20%	-$4.56K	0.01%	557
2021 Q1	$21K	Buy	+1,734	New	+$19.8K	0.01%	485

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Heritage Wealth Management (Arizona)'s F Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Ford (F) stake by 116% in Q4 2022, buying an estimated $32.9K and bringing the position to 4,770 shares worth $55.5K. The position accounts for 0.01% of the portfolio, ranked #485.

Heritage Wealth Management (Arizona) first reported a position in F in Q1 2021 and has held it in 7 quarters since. 1,697 funds tracked by Wall St. Rank hold F as of Q4 2022.

Heritage Wealth Management (Arizona) held 4,770 shares of Ford worth $55.5K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 2,561 Ford shares in Q4 2022, an estimated $32.9K.
Ford made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #485 holding.
Heritage Wealth Management (Arizona) first reported a position in Ford in Q1 2021 and has held it in 7 quarters since.
1,697 funds tracked by Wall St. Rank held Ford as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.