Lenox Wealth Advisors’s Ford F Stock Holding History

Lenox Wealth Advisors’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 Q1	$29K	Sell	1,913 -469	-20%	-$8.92K	﹤0.01%	328
2021 Q4	$49K	Sell	2,382 -249	-9%	-$4.58K	0.01%	259
2021 Q3	$37K	Sell	2,631 -122	-4%	-$1.66K	﹤0.01%	276
2021 Q2	$41K	Buy	2,753 +168	+6%	+$2.23K	0.01%	252
2021 Q1	$32K	Buy	2,585 +2,474	+2,229%	+$28.3K	﹤0.01%	242
2020 Q4	$1K	Buy	111 +26	+31%	+$218	﹤0.01%	596
2020 Q3	$1K	Hold	85	–	–	﹤0.01%	549
2020 Q2	$1K	Hold	85	–	–	﹤0.01%	554
2020 Q1	$0	Sell	85 -14	-14%	-$105	﹤0.01%	825
2019 Q4	$1K	Sell	99 -1,512	-94%	-$13.6K	﹤0.01%	673
2019 Q3	$15K	Buy	1,611 +1,526	+1,795%	+$14.5K	﹤0.01%	325
2019 Q2	$1K	Buy	+85	New	+$838	﹤0.01%	384
2018 Q2	–	Sell	-5,100	Closed	-$57K	–	577
2018 Q1	$57K	Buy	+5,100	New	+$57.5K	0.01%	153
2016 Q1	–	Sell	-350	Closed	-$5K	–	305
2015 Q4	$5K	Hold	350	–	–	﹤0.01%	221
2015 Q3	$5K	Hold	350	–	–	﹤0.01%	254
2015 Q2	$5K	Hold	350	–	–	﹤0.01%	208
2015 Q1	$6K	Hold	350	–	–	﹤0.01%	213
2014 Q4	$5K	Buy	+350	New	+$5.16K	﹤0.01%	238

Other funds holding F

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lenox Wealth Advisors's F Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its Ford (F) stake by 20% in Q1 2022, selling an estimated $8.92K and leaving 1,913 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #328.

Lenox Wealth Advisors first reported a position in F in Q4 2014 and has held it in 18 quarters since. The position peaked at $57K in Q1 2018. 1,639 funds tracked by Wall St. Rank hold F as of Q1 2022.

Lenox Wealth Advisors held 1,913 shares of Ford worth $29K as of Q1 2022.
Lenox Wealth Advisors sold 469 Ford shares in Q1 2022, an estimated $8.92K.
Ford made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #328 holding.
Lenox Wealth Advisors first reported a position in Ford in Q4 2014 and has held it in 18 quarters since.
Lenox Wealth Advisors's Ford position peaked at $57K in Q1 2018.
1,639 funds tracked by Wall St. Rank held Ford as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.