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Legacy Capital Wealth Partners’s Ford F Stock Holding History

Legacy Capital Wealth Partners’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
Q2 		– Sell
-14,039
Closed -$166K – 326
2024
Q1 		$166K Sell
14,039
-1,867
-12% -$22.6K 0.12% 110
2023
Q4 		$194K Buy
15,906
+2,432
+18% +$27.1K 0.05% 275
2023
Q3 		$167K Buy
+13,474
New +$175K 0.05% 275

Other funds holding F

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Legacy Capital Wealth Partners's F Position: Q2 2024 in Review

Legacy Capital Wealth Partners sold out of Ford (F) in Q2 2024, closing a stake of 14,039 shares — an estimated $166K sold.

Legacy Capital Wealth Partners first reported a position in F in Q3 2023 and held it in 3 quarters. The position peaked at $194K in Q4 2023. 1,648 funds tracked by Wall St. Rank hold F as of Q2 2024.

  • Legacy Capital Wealth Partners reported no remaining Ford position as of Q2 2024 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 14,039 Ford shares in Q2 2024, an estimated $166K.
  • Legacy Capital Wealth Partners first reported a position in Ford in Q3 2023 and held it in 3 quarters.
  • Legacy Capital Wealth Partners's Ford position peaked at $194K in Q4 2023.
  • 1,648 funds tracked by Wall St. Rank held Ford as of Q2 2024.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2024, filed 2 Aug 2024.