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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 – 135
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 $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

Level Financial Advisors's F Position: Q1 2024 in Review

Level Financial Advisors sold out of Ford (F) in Q1 2024, closing a stake of 1,200 shares — an estimated $14.6K sold.

Level Financial Advisors first reported a position in F in Q4 2021 and held it in 9 quarters. The position peaked at $21K in Q4 2021. 1,685 funds tracked by Wall St. Rank hold F as of Q1 2024.

  • Level Financial Advisors reported no remaining Ford position as of Q1 2024 after selling out during the quarter.
  • Level Financial Advisors sold 1,200 Ford shares in Q1 2024, an estimated $14.6K.
  • Level Financial Advisors first reported a position in Ford in Q4 2021 and held it in 9 quarters.
  • Level Financial Advisors's Ford position peaked at $21K in Q4 2021.
  • 1,685 funds tracked by Wall St. Rank held Ford as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.