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Horizon Wealth Management’s Ford F Stock Holding History

Horizon 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
2024
Q1 		– Sell
-12,208
Closed -$149K – 91
2023
Q4 		$149K Buy
12,208
+312
+3% +$3.47K 0.04% 77
2023
Q3 		$148K Sell
11,896
-37
-0.3% -$480 0.06% 73
2023
Q2 		$181K Sell
11,933
-200,005
-94% -$2.53M 0.07% 77
2023
Q1 		$2.67M Sell
211,938
-104,173
-33% -$1.3M 2% 12
2022
Q4 		$3.68M Sell
316,111
-16,089
-5% -$207K 3% 9
2022
Q3 		$3.72M Sell
332,200
-111,681
-25% -$1.56M 2.73% 11
2022
Q2 		$4.94M Sell
443,881
-369,141
-45% -$5.05M 2.05% 16
2022
Q1 		$13.7M Buy
813,022
+179,521
+28% +$3.41M 4.27% 6
2021
Q4 		$13.2M Buy
+633,501
New +$11.7M 3.84% 6

Other funds holding F

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Horizon Wealth Management's F Position: Q1 2024 in Review

Horizon Wealth Management sold out of Ford (F) in Q1 2024, closing a stake of 12,208 shares — an estimated $149K sold.

Horizon Wealth Management first reported a position in F in Q4 2021 and held it in 9 quarters. The position peaked at $13.7M in Q1 2022. 1,683 funds tracked by Wall St. Rank hold F as of Q1 2024.

  • Horizon Wealth Management reported no remaining Ford position as of Q1 2024 after selling out during the quarter.
  • Horizon Wealth Management sold 12,208 Ford shares in Q1 2024, an estimated $149K.
  • Horizon Wealth Management first reported a position in Ford in Q4 2021 and held it in 9 quarters.
  • Horizon Wealth Management's Ford position peaked at $13.7M in Q1 2022.
  • 1,683 funds tracked by Wall St. Rank held Ford as of Q1 2024.

Based on Horizon Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.