Joseph P. Lucia & Associates’s Ford F Stock Holding History

Joseph P. Lucia & Associates’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
2022 Q3	–	Sell	-4,503	Closed	-$50K	–	211
2022 Q2	$50K	Sell	4,503 -196	-4%	-$2.68K	0.04%	181
2022 Q1	$79K	Buy	+4,699	New	+$89.4K	0.05%	166
2021 Q4	–	Sell	-4,875	Closed	-$69K	–	259
2021 Q3	$69K	Buy	4,875 +277	+6%	+$3.77K	0.04%	196
2021 Q2	$68K	Buy	4,598 +1,400	+44%	+$18.6K	0.04%	199
2021 Q1	$39K	Sell	3,198 -62	-2%	-$709	0.02%	222
2020 Q4	$29K	Buy	+3,260	New	+$27.3K	0.02%	227
2020 Q3	–	Sell	-3,540	Closed	-$22K	–	200
2020 Q2	$22K	Buy	3,540 +340	+11%	+$1.88K	0.02%	236
2020 Q1	$15K	Buy	3,200 +862	+37%	+$6.46K	0.02%	250
2019 Q4	$22K	Sell	2,338 -500	-18%	-$4.5K	0.02%	234
2019 Q3	$26K	Hold	2,838	–	–	0.03%	223
2019 Q2	$29K	Sell	2,838 -7,857	-73%	-$77.4K	0.03%	217
2019 Q1	$1.15K	Buy	+10,695	New	+$91.9K	0.09%	108

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Joseph P. Lucia & Associates's F Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of Ford (F) in Q3 2022, closing a stake of 4,503 shares — an estimated $50K sold.

Joseph P. Lucia & Associates first reported a position in F in Q1 2019 and held it in 12 quarters. The position peaked at $79K in Q1 2022. 1,623 funds tracked by Wall St. Rank hold F as of Q3 2022.

Joseph P. Lucia & Associates reported no remaining Ford position as of Q3 2022 after selling out during the quarter.
Joseph P. Lucia & Associates sold 4,503 Ford shares in Q3 2022, an estimated $50K.
Joseph P. Lucia & Associates first reported a position in Ford in Q1 2019 and held it in 12 quarters.
Joseph P. Lucia & Associates's Ford position peaked at $79K in Q1 2022.
1,623 funds tracked by Wall St. Rank held Ford as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.