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Jamison Private Wealth Management’s Ford F Stock Holding History

Jamison Private 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
Q2 		– Sell
-35
Closed -$465 – 466
2024
Q1 		$465 Sell
35
-86
-71% -$1.04K ﹤0.01% 457
2023
Q4 		$1.48K Sell
121
-5,464
-98% -$60.8K ﹤0.01% 378
2023
Q3 		$69.4K Buy
+5,585
New +$72.5K 0.01% 213

Other funds holding F

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Jamison Private Wealth Management's F Position: Q2 2024 in Review

Jamison Private Wealth Management sold out of Ford (F) in Q2 2024, closing a stake of 35 shares — an estimated $465 sold.

Jamison Private Wealth Management first reported a position in F in Q3 2023 and held it in 3 quarters. The position peaked at $69.4K in Q3 2023. 1,647 funds tracked by Wall St. Rank hold F as of Q2 2024.

  • Jamison Private Wealth Management reported no remaining Ford position as of Q2 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 35 Ford shares in Q2 2024, an estimated $465.
  • Jamison Private Wealth Management first reported a position in Ford in Q3 2023 and held it in 3 quarters.
  • Jamison Private Wealth Management's Ford position peaked at $69.4K in Q3 2023.
  • 1,647 funds tracked by Wall St. Rank held Ford as of Q2 2024.

Based on Jamison Private Wealth Management's 13F filing for Q2 2024, filed 11 Jul 2024.