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Lucia Wealth Services’s Ford F Stock Holding History

Lucia Wealth Services’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
2019
Q3 		– Sell
-6,500
Closed -$66K – 169
2019
Q2 		$66K Hold
6,500
– – 0.02% 136
2019
Q1 		$57K Hold
6,500
– – 0.02% 158
2018
Q4 		$50K Hold
6,500
– – 0.02% 143
2018
Q3 		$60K Sell
6,500
-140
-2% -$1.4K 0.02% 184
2018
Q2 		$74K Buy
6,640
+40
+0.6% +$458 0.03% 150
2018
Q1 		$73K Buy
+6,600
New +$74.5K 0.02% 133

Other funds holding F

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Lucia Wealth Services's F Position: Q3 2019 in Review

Lucia Wealth Services sold out of Ford (F) in Q3 2019, closing a stake of 6,500 shares — an estimated $66K sold.

Lucia Wealth Services first reported a position in F in Q1 2018 and held it in 6 quarters. The position peaked at $74K in Q2 2018. 1,105 funds tracked by Wall St. Rank hold F as of Q3 2019.

  • Lucia Wealth Services reported no remaining Ford position as of Q3 2019 after selling out during the quarter.
  • Lucia Wealth Services sold 6,500 Ford shares in Q3 2019, an estimated $66K.
  • Lucia Wealth Services first reported a position in Ford in Q1 2018 and held it in 6 quarters.
  • Lucia Wealth Services's Ford position peaked at $74K in Q2 2018.
  • 1,105 funds tracked by Wall St. Rank held Ford as of Q3 2019.

Based on Lucia Wealth Services's 13F filing for Q3 2019, filed 9 Oct 2019.