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Laidlaw Wealth Management’s Ford F Stock Holding History

Laidlaw 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
2023
Q2 		– Sell
-11,099
Closed -$140K – 358
2023
Q1 		$140K Sell
11,099
-4,594
-29% -$57.5K 0.03% 343
2022
Q4 		$183K Buy
15,693
+299
+2% +$3.84K 0.04% 339
2022
Q3 		$172K Buy
15,394
+119
+0.8% +$1.67K 0.04% 304
2022
Q2 		$170K Sell
15,275
-1,122
-7% -$15.4K 0.03% 353
2022
Q1 		$277K Sell
16,397
-8,221
-33% -$156K 0.05% 316
2021
Q4 		$511K Buy
+24,618
New +$453K 0.08% 219
2021
Q3 		– Sell
-30,635
Closed -$455K – 267
2021
Q2 		$455K Buy
+30,635
New +$407K 0.12% 160
2021
Q1 		– Sell
-26,083
Closed -$229K – 263
2020
Q4 		$229K Sell
26,083
-16,449
-39% -$138K 0.05% 315
2020
Q3 		$283K Buy
42,532
+1,000
+2% +$6.77K 0.13% 162
2020
Q2 		$253K Buy
41,532
+13,935
+50% +$77.2K 0.13% 146
2020
Q1 		$133K Sell
27,597
-10,080
-27% -$75.6K 0.09% 143
2019
Q4 		$350K Buy
+37,677
New +$339K 0.22% 115

Other funds holding F

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Laidlaw Wealth Management's F Position: Q2 2023 in Review

Laidlaw Wealth Management sold out of Ford (F) in Q2 2023, closing a stake of 11,099 shares — an estimated $140K sold.

Laidlaw Wealth Management first reported a position in F in Q4 2019 and held it in 12 quarters. The position peaked at $511K in Q4 2021. 1,648 funds tracked by Wall St. Rank hold F as of Q2 2023.

  • Laidlaw Wealth Management reported no remaining Ford position as of Q2 2023 after selling out during the quarter.
  • Laidlaw Wealth Management sold 11,099 Ford shares in Q2 2023, an estimated $140K.
  • Laidlaw Wealth Management first reported a position in Ford in Q4 2019 and held it in 12 quarters.
  • Laidlaw Wealth Management's Ford position peaked at $511K in Q4 2021.
  • 1,648 funds tracked by Wall St. Rank held Ford as of Q2 2023.

Based on Laidlaw Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.