HFR Wealth Management’s Ford F Stock Holding History

HFR Wealth Management’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 Q2	–	Sell	-20,000	Closed	-$252K	–	58
2023 Q1	$252K	Hold	20,000	–	–	0.07%	52
2022 Q4	$233K	Buy	+20,000	New	+$257K	0.07%	56

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

HFR Wealth Management's F Position: Q2 2023 in Review

HFR Wealth Management sold out of Ford (F) in Q2 2023, closing a stake of 20,000 shares — an estimated $252K sold.

HFR Wealth Management first reported a position in F in Q4 2022 and held it in 2 quarters. The position peaked at $252K in Q1 2023. 1,650 funds tracked by Wall St. Rank hold F as of Q2 2023.

HFR Wealth Management reported no remaining Ford position as of Q2 2023 after selling out during the quarter.
HFR Wealth Management sold 20,000 Ford shares in Q2 2023, an estimated $252K.
HFR Wealth Management first reported a position in Ford in Q4 2022 and held it in 2 quarters.
HFR Wealth Management's Ford position peaked at $252K in Q1 2023.
1,650 funds tracked by Wall St. Rank held Ford as of Q2 2023.

Based on HFR Wealth Management's 13F filing for Q2 2023, filed 7 Aug 2023.