IBEX Wealth Advisors’s Ford F Stock Holding History

IBEX Wealth Advisors’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 Q3	–	Sell	-350	Closed	-$4.39K	–	136
2024 Q2	$4.39K	Buy	+350	New	+$4.33K	﹤0.01%	257
2021 Q4	–	Sell	-350	Closed	-$5K	–	262
2021 Q3	$5K	Buy	+350	New	+$4.76K	﹤0.01%	394
2019 Q3	–	Sell	-350	Closed	-$3K	–	166
2019 Q2	$3K	Buy	+350	New	+$3.45K	﹤0.01%	382
2017 Q1	–	Sell	-350	Closed	-$4K	–	169
2016 Q4	$4K	Buy	+350	New	+$4.25K	﹤0.01%	388

Other funds holding F

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

IBEX Wealth Advisors's F Position: Q3 2024 in Review

IBEX Wealth Advisors sold out of Ford (F) in Q3 2024, closing a stake of 350 shares — an estimated $4.39K sold.

IBEX Wealth Advisors first reported a position in F in Q4 2016 and held it in 4 quarters. The position peaked at $5K in Q3 2021. 1,627 funds tracked by Wall St. Rank hold F as of Q3 2024.

IBEX Wealth Advisors reported no remaining Ford position as of Q3 2024 after selling out during the quarter.
IBEX Wealth Advisors sold 350 Ford shares in Q3 2024, an estimated $4.39K.
IBEX Wealth Advisors first reported a position in Ford in Q4 2016 and held it in 4 quarters.
IBEX Wealth Advisors's Ford position peaked at $5K in Q3 2021.
1,627 funds tracked by Wall St. Rank held Ford as of Q3 2024.

Based on IBEX Wealth Advisors's 13F filing for Q3 2024, filed 4 Nov 2024.