Kolinsky Wealth Management’s Ford F Stock Holding History

Kolinsky 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 Q4	$106K	Buy	+10,716	New	+$114K	0.06%	174
2024 Q1	–	Sell	-14,038	Closed	-$171K	–	145
2023 Q4	$171K	Buy	14,038 +133	+1%	+$1.48K	0.15%	133
2023 Q3	$173K	Buy	13,905 +117	+0.8%	+$1.52K	0.17%	126
2023 Q2	$206K	Buy	13,788 +2,009	+17%	+$25.4K	0.2%	130
2023 Q1	$148K	Sell	11,779 -388	-3%	-$4.86K	0.16%	123
2022 Q4	$142K	Sell	12,167 -418	-3%	-$5.37K	0.16%	120
2022 Q3	$141K	Buy	+12,585	New	+$176K	0.18%	110
2022 Q1	–	Sell	-10,545	Closed	-$219K	–	149
2021 Q4	$219K	Buy	+10,545	New	+$194K	0.2%	132

Other funds holding F

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Kolinsky Wealth Management's F Position: Q4 2024 in Review

Kolinsky Wealth Management opened a new position in Ford (F) in Q4 2024: 10,716 shares worth $106K. The stake represents 0.06% of the portfolio and ranks #174 among its holdings. This is a return to the name: Kolinsky Wealth Management previously reported a position in F as recently as Q4 2023.

Kolinsky Wealth Management first reported a position in F in Q4 2021 and has held it in 8 quarters since. The position peaked at $219K in Q4 2021. 1,685 funds tracked by Wall St. Rank hold F as of Q4 2024.

Kolinsky Wealth Management held 10,716 shares of Ford worth $106K as of Q4 2024.
Ford was a new Kolinsky Wealth Management position in Q4 2024.
Ford made up 0.06% of Kolinsky Wealth Management's portfolio in Q4 2024, its #174 holding.
Kolinsky Wealth Management first reported a position in Ford in Q4 2021 and has held it in 8 quarters since.
Kolinsky Wealth Management's Ford position peaked at $219K in Q4 2021.
1,685 funds tracked by Wall St. Rank held Ford as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.