Kiely Wealth Advisory Group’s Ford F Stock Holding History

Kiely Wealth Advisory Group’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	-333	Closed	-$4.24K	–	308
2024 Q1	$4.24K	Buy	+333	New	+$4.04K	﹤0.01%	222

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Kiely Wealth Advisory Group's F Position: Q2 2024 in Review

Kiely Wealth Advisory Group sold out of Ford (F) in Q2 2024, closing a stake of 333 shares — an estimated $4.24K sold.

Kiely Wealth Advisory Group first reported a position in F in Q1 2024 and held it in 1 quarter. The position peaked at $4.24K in Q1 2024. 1,643 funds tracked by Wall St. Rank hold F as of Q2 2024.

Kiely Wealth Advisory Group reported no remaining Ford position as of Q2 2024 after selling out during the quarter.
Kiely Wealth Advisory Group sold 333 Ford shares in Q2 2024, an estimated $4.24K.
Kiely Wealth Advisory Group first reported a position in Ford in Q1 2024 and held it in 1 quarter.
Kiely Wealth Advisory Group's Ford position peaked at $4.24K in Q1 2024.
1,643 funds tracked by Wall St. Rank held Ford as of Q2 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q2 2024, filed 13 Aug 2024.