LWPC
F icon

Legacy Wealth Partners (California)’s Ford F Stock Holding History

Legacy Wealth Partners (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
2020
Q1 		– Sell
-42,156
Closed -$350K – 90
2019
Q4 		$350K Buy
+42,156
New +$379K 0.25% 74

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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Legacy Wealth Partners (California)'s F Position: Q1 2020 in Review

Legacy Wealth Partners (California) sold out of Ford (F) in Q1 2020, closing a stake of 42,156 shares — an estimated $350K sold.

Legacy Wealth Partners (California) first reported a position in F in Q4 2019 and held it in 1 quarter. The position peaked at $350K in Q4 2019. 1,114 funds tracked by Wall St. Rank hold F as of Q1 2020.

  • Legacy Wealth Partners (California) reported no remaining Ford position as of Q1 2020 after selling out during the quarter.
  • Legacy Wealth Partners (California) sold 42,156 Ford shares in Q1 2020, an estimated $350K.
  • Legacy Wealth Partners (California) first reported a position in Ford in Q4 2019 and held it in 1 quarter.
  • Legacy Wealth Partners (California)'s Ford position peaked at $350K in Q4 2019.
  • 1,114 funds tracked by Wall St. Rank held Ford as of Q1 2020.

Based on Legacy Wealth Partners (California)'s 13F filing for Q1 2020, filed 15 May 2020.