Lakeridge Wealth Management’s Ford F Stock Holding History

Lakeridge 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 Q1	–	Sell	-12,805	Closed	-$156K	–	139
2023 Q4	$156K	Buy	+12,805	New	+$142K	0.11%	128

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 $3.38T AUM 44.17% 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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Lakeridge Wealth Management's F Position: Q1 2024 in Review

Lakeridge Wealth Management sold out of Ford (F) in Q1 2024, closing a stake of 12,805 shares — an estimated $156K sold.

Lakeridge Wealth Management first reported a position in F in Q4 2023 and held it in 1 quarter. The position peaked at $156K in Q4 2023. 1,685 funds tracked by Wall St. Rank hold F as of Q1 2024.

Lakeridge Wealth Management reported no remaining Ford position as of Q1 2024 after selling out during the quarter.
Lakeridge Wealth Management sold 12,805 Ford shares in Q1 2024, an estimated $156K.
Lakeridge Wealth Management first reported a position in Ford in Q4 2023 and held it in 1 quarter.
Lakeridge Wealth Management's Ford position peaked at $156K in Q4 2023.
1,685 funds tracked by Wall St. Rank held Ford as of Q1 2024.

Based on Lakeridge Wealth Management's 13F filing for Q1 2024, filed 29 Apr 2024.