Magnus Financial Group’s Ford F Stock Holding History

Magnus Financial Group’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
2025 Q1	–	Sell	-10,960	Closed	-$109K	–	375
2024 Q4	$109K	Sell	10,960 -4,178	-28%	-$44.6K	0.01%	352
2024 Q3	$160K	Buy	+15,138	New	+$173K	0.02%	330
2023 Q3	–	Sell	-18,202	Closed	-$275K	–	273
2023 Q2	$275K	Sell	18,202 -1,378	-7%	-$17.4K	0.04%	224
2023 Q1	$247K	Sell	19,580 -956	-5%	-$12K	0.04%	240
2022 Q4	$239K	Buy	20,536 +2,425	+13%	+$31.2K	0.04%	232
2022 Q3	$203K	Buy	18,111 +2,556	+16%	+$35.8K	0.04%	236
2022 Q2	$173K	Sell	15,555 -1,156	-7%	-$15.8K	0.03%	263
2022 Q1	$283K	Buy	+16,711	New	+$318K	0.05%	229
2020 Q1	–	Sell	-16,376	Closed	-$152K	–	596
2019 Q4	$152K	Buy	16,376 +91	+0.6%	+$818	0.02%	534
2019 Q3	$149K	Sell	16,285 -667	-4%	-$6.34K	0.03%	474
2019 Q2	$173K	Buy	16,952 +1,850	+12%	+$18.2K	0.03%	480
2019 Q1	$133K	Buy	15,102 +1,035	+7%	+$8.89K	0.03%	467
2018 Q4	$108K	Buy	+14,067	New	+$125K	0.03%	397

Other funds holding F

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM