LWAC
F icon

Laurel Wealth Advisors (California)’s Ford F Stock Holding History

Laurel Wealth Advisors (California)’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
2022
Q4 		$675K Buy
60,059
+17,172
+40% +$221K 0.07% 297
2022
Q3 		$480K Sell
42,887
-2,983
-7% -$41.7K 0.05% 352
2022
Q2 		$511K Buy
45,870
+5,244
+13% +$71.8K 0.05% 352
2022
Q1 		$687K Sell
40,626
-1,745
-4% -$33.2K 0.06% 331
2021
Q4 		$880K Buy
42,371
+22,333
+111% +$411K 0.07% 295
2021
Q3 		$284K Sell
20,038
-18,094
-47% -$246K 0.05% 351
2021
Q2 		$566K Buy
38,132
+20,440
+116% +$272K 0.07% 255
2021
Q1 		$216K Buy
+17,692
New +$202K 0.03% 431
2019
Q4 		– Sell
-25,493
Closed -$234K – 457
2019
Q3 		$234K Sell
25,493
-25,148
-50% -$239K 0.04% 400
2019
Q2 		$518K Sell
50,641
-5,211
-9% -$51.4K 0.11% 198
2019
Q1 		$490K Buy
55,852
+5,106
+10% +$43.9K 0.12% 195
2018
Q4 		$388K Sell
50,746
-13,996
-22% -$125K 0.11% 202
2018
Q3 		$598K Buy
64,742
+18,662
+40% +$187K 0.15% 153
2018
Q2 		$510K Buy
46,080
+1,941
+4% +$22.2K 0.14% 172
2018
Q1 		$489K Sell
44,139
-25,061
-36% -$283K 0.15% 164
2017
Q4 		$864K Sell
69,200
-1,557
-2% -$19.2K 0.25% 99
2017
Q3 		$846K Buy
70,757
+7,273
+11% +$82K 0.28% 91
2017
Q2 		$710K Buy
63,484
+14,419
+29% +$161K 0.25% 107
2017
Q1 		$571K Buy
49,065
+9,113
+23% +$113K 0.22% 117
2016
Q4 		$484K Sell
39,952
-5,860
-13% -$71.1K 0.21% 120
2016
Q3 		$553K Buy
45,812
+1,346
+3% +$17K 0.26% 104
2016
Q2 		$559K Buy
44,466
+6,385
+17% +$84.2K 0.27% 98
2016
Q1 		$514K Buy
38,081
+16,976
+80% +$214K 0.26% 98
2015
Q4 		$297K Buy
+21,105
New +$306K 0.15% 176

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Laurel Wealth Advisors (California)'s F Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its Ford (F) stake by 40% in Q4 2022, buying an estimated $221K and bringing the position to 60,059 shares worth $675K. The position accounts for 0.07% of the portfolio, ranked #297.

Laurel Wealth Advisors (California) first reported a position in F in Q4 2015 and has held it in 24 quarters since. The position peaked at $880K in Q4 2021. 1,697 funds tracked by Wall St. Rank hold F as of Q4 2022.

  • Laurel Wealth Advisors (California) held 60,059 shares of Ford worth $675K as of Q4 2022.
  • Laurel Wealth Advisors (California) bought 17,172 Ford shares in Q4 2022, an estimated $221K.
  • Ford made up 0.07% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #297 holding.
  • Laurel Wealth Advisors (California) first reported a position in Ford in Q4 2015 and has held it in 24 quarters since.
  • Laurel Wealth Advisors (California)'s Ford position peaked at $880K in Q4 2021.
  • 1,697 funds tracked by Wall St. Rank held Ford as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.