Jeppson Wealth Management’s Ford F Stock Holding History

Jeppson 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
2020 Q4	–	Sell	-2,375	Closed	-$16K	–	230
2020 Q3	$16K	Buy	+2,375	New	+$16.1K	0.01%	349

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

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

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Jeppson Wealth Management's F Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Ford (F) in Q4 2020, closing a stake of 2,375 shares — an estimated $16K sold.

Jeppson Wealth Management first reported a position in F in Q3 2020 and held it in 1 quarter. The position peaked at $16K in Q3 2020. 1,226 funds tracked by Wall St. Rank hold F as of Q4 2020.

Jeppson Wealth Management reported no remaining Ford position as of Q4 2020 after selling out during the quarter.
Jeppson Wealth Management sold 2,375 Ford shares in Q4 2020, an estimated $16K.
Jeppson Wealth Management first reported a position in Ford in Q3 2020 and held it in 1 quarter.
Jeppson Wealth Management's Ford position peaked at $16K in Q3 2020.
1,226 funds tracked by Wall St. Rank held Ford as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.