Long Island Wealth Management’s Ford F Stock Holding History

Long Island 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	-264	Closed	-$3K	–	182
2023 Q4	$3K	Buy	+264	New	+$2.94K	﹤0.01%	307

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 $3.38T AUM 44.17% 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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Long Island Wealth Management's F Position: Q1 2024 in Review

Long Island Wealth Management sold out of Ford (F) in Q1 2024, closing a stake of 264 shares — an estimated $3K sold.

Long Island Wealth Management first reported a position in F in Q4 2023 and held it in 1 quarter. The position peaked at $3K in Q4 2023. 1,685 funds tracked by Wall St. Rank hold F as of Q1 2024.

Long Island Wealth Management reported no remaining Ford position as of Q1 2024 after selling out during the quarter.
Long Island Wealth Management sold 264 Ford shares in Q1 2024, an estimated $3K.
Long Island Wealth Management first reported a position in Ford in Q4 2023 and held it in 1 quarter.
Long Island Wealth Management's Ford position peaked at $3K in Q4 2023.
1,685 funds tracked by Wall St. Rank held Ford as of Q1 2024.

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