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Level Financial Advisors’s Ford F Stock Holding History

Level Financial 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
2024
Q1 		– Sell
-1,200
Closed -$14.6K – 137
2023
Q4 		$14.6K Hold
1,200
– – 0.01% 175
2023
Q3 		$14.9K Hold
1,200
– – 0.01% 171
2023
Q2 		$18.2K Hold
1,200
– – 0.01% 156
2023
Q1 		$15.1K Hold
1,200
– – 0.01% 154
2022
Q4 		$14K Hold
1,200
– – 0.01% 144
2022
Q3 		$13K Hold
1,200
– – 0.01% 161
2022
Q2 		$13K Hold
1,200
– – 0.01% 167
2022
Q1 		$20K Buy
1,200
+200
+20% +$3.8K 0.02% 129
2021
Q4 		$21K Buy
+1,000
New +$18.4K 0.02% 129

Other funds holding F

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM