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Liberty Wealth Management’s Ford F Stock Holding History

Liberty Wealth Management’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
-11,308
Closed -$138K – 189
2023
Q4 		$138K Buy
11,308
+1,176
+12% +$13.1K 0.03% 165
2023
Q3 		$126K Sell
10,132
-681
-6% -$8.84K 0.03% 170
2023
Q2 		$164K Sell
10,813
-59
-0.5% -$746 0.04% 186
2023
Q1 		$137K Buy
+10,872
New +$136K 0.03% 223
2022
Q3 		$114K Sell
10,186
-727
-7% -$10.2K 0.03% 146
2022
Q2 		$121K Buy
+10,913
New +$149K 0.05% 146
2021
Q4 		– Sell
-6,620
Closed -$94K – 469
2021
Q3 		$94K Hold
6,620
– – 0.03% 302
2021
Q2 		$98K Buy
6,620
+4,507
+213% +$59.9K 0.04% 217
2021
Q1 		$22K Hold
2,113
– – 0.01% 441
2020
Q4 		$22K Sell
2,113
-1
-0% -$8 0.01% 438
2020
Q3 		$14K Sell
2,114
-170
-7% -$1.15K 0.01% 461
2020
Q2 		$14K Buy
2,284
+1,831
+404% +$10.1K 0.01% 436
2020
Q1 		$2K Sell
453
-389
-46% -$2.92K ﹤0.01% 727
2019
Q4 		$8K Buy
842
+4
+0.5% +$36 0.01% 584
2019
Q3 		$8K Sell
838
-5,093
-86% -$48.4K 0.01% 555
2019
Q2 		$61K Buy
5,931
+5,721
+2,724% +$56.4K 0.05% 220
2019
Q1 		$1K Hold
210
– – ﹤0.01% 672
2018
Q4 		$1K Buy
+210
New +$1.87K ﹤0.01% 709

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

Liberty Wealth Management's F Position: Q1 2024 in Review

Liberty Wealth Management sold out of Ford (F) in Q1 2024, closing a stake of 11,308 shares — an estimated $138K sold.

Liberty Wealth Management first reported a position in F in Q4 2018 and held it in 18 quarters. The position peaked at $164K in Q2 2023. 1,685 funds tracked by Wall St. Rank hold F as of Q1 2024.

  • Liberty Wealth Management reported no remaining Ford position as of Q1 2024 after selling out during the quarter.
  • Liberty Wealth Management sold 11,308 Ford shares in Q1 2024, an estimated $138K.
  • Liberty Wealth Management first reported a position in Ford in Q4 2018 and held it in 18 quarters.
  • Liberty Wealth Management's Ford position peaked at $164K in Q2 2023.
  • 1,685 funds tracked by Wall St. Rank held Ford as of Q1 2024.

Based on Liberty Wealth Management's 13F filing for Q1 2024, filed 3 May 2024.