HNWAG
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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return