High Net Worth Advisory Group’s Ford F Stock Holding History

High Net Worth Advisory Group’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 Q4	–	Sell	-12,621	Closed	-$157K	–	202
2023 Q3	$157K	Sell	12,621 -1,099	-8%	-$14.3K	0.06%	186
2023 Q2	$208K	Sell	13,720 -517	-4%	-$6.54K	0.08%	192
2023 Q1	$179K	Buy	14,237 +799	+6%	+$10K	0.07%	187
2022 Q4	$156K	Buy	13,438 +500	+4%	+$6.42K	0.06%	203
2022 Q3	$145K	Sell	12,938 -5,516	-30%	-$77.2K	0.06%	208
2022 Q2	$205K	Sell	18,454 -5,659	-23%	-$77.5K	0.09%	183
2022 Q1	$408K	Buy	24,113 +3,395	+16%	+$64.6K	0.15%	127
2021 Q4	$430K	Buy	+20,718	New	+$381K	0.15%	124

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 $3.38T AUM 44.17% 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

High Net Worth Advisory Group's F Position: Q4 2023 in Review

High Net Worth Advisory Group sold out of Ford (F) in Q4 2023, closing a stake of 12,621 shares — an estimated $157K sold.

High Net Worth Advisory Group first reported a position in F in Q4 2021 and held it in 8 quarters. The position peaked at $430K in Q4 2021. 1,682 funds tracked by Wall St. Rank hold F as of Q4 2023.

High Net Worth Advisory Group reported no remaining Ford position as of Q4 2023 after selling out during the quarter.
High Net Worth Advisory Group sold 12,621 Ford shares in Q4 2023, an estimated $157K.
High Net Worth Advisory Group first reported a position in Ford in Q4 2021 and held it in 8 quarters.
High Net Worth Advisory Group's Ford position peaked at $430K in Q4 2021.
1,682 funds tracked by Wall St. Rank held Ford as of Q4 2023.

Based on High Net Worth Advisory Group's 13F filing for Q4 2023, filed 8 Jan 2024.