Maia Wealth’s Ford F Stock Holding History

Maia Wealth’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 Q4	–	Sell	-10,300	Closed	-$116K	–	334
2024 Q3	$116K	Sell	10,300 -389	-4%	-$4.45K	0.03%	259
2024 Q2	$152K	Buy	+10,689	New	+$132K	0.05%	220
2023 Q4	$140K	Buy	+11,511	New	+$128K	0.06%	185

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Maia Wealth's F Position: Q4 2024 in Review

Maia Wealth sold out of Ford (F) in Q4 2024, closing a stake of 10,300 shares — an estimated $116K sold.

Maia Wealth first reported a position in F in Q4 2023 and held it in 3 quarters. The position peaked at $152K in Q2 2024. 1,687 funds tracked by Wall St. Rank hold F as of Q4 2024.

Maia Wealth reported no remaining Ford position as of Q4 2024 after selling out during the quarter.
Maia Wealth sold 10,300 Ford shares in Q4 2024, an estimated $116K.
Maia Wealth first reported a position in Ford in Q4 2023 and held it in 3 quarters.
Maia Wealth's Ford position peaked at $152K in Q2 2024.
1,687 funds tracked by Wall St. Rank held Ford as of Q4 2024.

Based on Maia Wealth's 13F filing for Q4 2024, filed 5 Feb 2025.