LJI Wealth Management’s Ford F Stock Holding History

LJI 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
2023 Q4	–	Sell	-14,348	Closed	-$178K	–	174
2023 Q3	$178K	Sell	14,348 -44,790	-76%	-$582K	0.05%	153
2023 Q2	$253K	Buy	59,138 +46,190	+357%	+$584K	0.07%	134
2023 Q1	$163K	Buy	+12,948	New	+$162K	0.05%	150

Other funds holding F

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LJI Wealth Management's F Position: Q4 2023 in Review

LJI Wealth Management sold out of Ford (F) in Q4 2023, closing a stake of 14,348 shares — an estimated $178K sold.

LJI Wealth Management first reported a position in F in Q1 2023 and held it in 3 quarters. The position peaked at $253K in Q2 2023. 1,682 funds tracked by Wall St. Rank hold F as of Q4 2023.

LJI Wealth Management reported no remaining Ford position as of Q4 2023 after selling out during the quarter.
LJI Wealth Management sold 14,348 Ford shares in Q4 2023, an estimated $178K.
LJI Wealth Management first reported a position in Ford in Q1 2023 and held it in 3 quarters.
LJI Wealth Management's Ford position peaked at $253K in Q2 2023.
1,682 funds tracked by Wall St. Rank held Ford as of Q4 2023.

Based on LJI Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.