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Householder Group Estate & Retirement Specialist’s Ford F Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		$150K Sell
15,156
-10,977
-42% -$117K 0.11% 121
2024
Q3 		$275K Buy
26,133
+1,076
+4% +$12.3K 0.08% 202
2024
Q2 		$314K Sell
25,057
-255
-1% -$3.15K 0.09% 184
2024
Q1 		$336K Buy
25,312
+385
+2% +$4.67K 0.1% 174
2023
Q4 		$303K Buy
24,927
+1,182
+5% +$13.2K 0.1% 182
2023
Q3 		$295K Buy
+23,745
New +$308K 0.11% 167
2023
Q1 		$318K Buy
+25,255
New +$316K 0.12% 158
2022
Q4 		– Sell
-20,544
Closed -$230K – 555
2022
Q3 		$230K Buy
20,544
+395
+2% +$5.53K 0.09% 175
2022
Q2 		$224K Sell
20,149
-4,634
-19% -$63.5K 0.1% 179
2022
Q1 		$419K Buy
24,783
+554
+2% +$10.5K 0.17% 132
2021
Q4 		$503K Buy
+24,229
New +$446K 0.19% 128

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's F Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Ford (F) stake by 42% in Q4 2024, selling an estimated $117K and leaving 15,156 shares worth $150K. The position accounts for 0.11% of the portfolio, ranked #121.

Householder Group Estate & Retirement Specialist first reported a position in F in Q4 2021 and has held it in 11 quarters since. The position peaked at $503K in Q4 2021. 1,682 funds tracked by Wall St. Rank hold F as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 15,156 shares of Ford worth $150K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist sold 10,977 Ford shares in Q4 2024, an estimated $117K.
  • Ford made up 0.11% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #121 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in Ford in Q4 2021 and has held it in 11 quarters since.
  • Householder Group Estate & Retirement Specialist's Ford position peaked at $503K in Q4 2021.
  • 1,682 funds tracked by Wall St. Rank held Ford as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.