LSPW
F icon

Lake Street Private Wealth’s Ford F Stock Holding History

Lake Street Private Wealth’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
Q3 		– Sell
-13,592
Closed -$206K – 290
2023
Q2 		$206K Sell
13,592
-11,424
-46% -$145K 0.04% 270
2023
Q1 		$315K Sell
25,016
-67,074
-73% -$840K 0.06% 224
2022
Q4 		$2.17M Buy
92,090
+57,713
+168% +$741K 0.45% 65
2022
Q3 		$385K Buy
34,377
+10,661
+45% +$149K 0.09% 193
2022
Q2 		$264K Sell
23,716
-4,788
-17% -$65.6K 0.06% 244
2022
Q1 		$482K Buy
28,504
+6,176
+28% +$117K 0.09% 188
2021
Q4 		$464K Buy
22,328
+14,636
+190% +$269K 0.08% 207
2021
Q3 		$109K Buy
+7,692
New +$105K 0.03% 225

Other funds holding F

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BlackRock New York $5.7T 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