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MBL Wealth’s Ford F Stock Holding History

MBL 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
2023
Q3 		– Sell
-16,537
Closed -$250K – 181
2023
Q2 		$250K Buy
16,537
+257
+2% +$3.25K 0.04% 147
2023
Q1 		$205K Sell
16,280
-1
-0% -$13 0.03% 154
2022
Q4 		$189K Buy
16,281
+133
+0.8% +$1.71K 0.04% 159
2022
Q3 		$181K Buy
16,148
+118
+0.7% +$1.65K 0.04% 151
2022
Q2 		$178K Sell
16,030
-5,261
-25% -$72K 0.04% 141
2022
Q1 		$360K Buy
+21,291
New +$405K 0.09% 121

Other funds holding F

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

MBL Wealth's F Position: Q3 2023 in Review

MBL Wealth sold out of Ford (F) in Q3 2023, closing a stake of 16,537 shares — an estimated $250K sold.

MBL Wealth first reported a position in F in Q1 2022 and held it in 6 quarters. The position peaked at $360K in Q1 2022. 1,670 funds tracked by Wall St. Rank hold F as of Q3 2023.

  • MBL Wealth reported no remaining Ford position as of Q3 2023 after selling out during the quarter.
  • MBL Wealth sold 16,537 Ford shares in Q3 2023, an estimated $250K.
  • MBL Wealth first reported a position in Ford in Q1 2022 and held it in 6 quarters.
  • MBL Wealth's Ford position peaked at $360K in Q1 2022.
  • 1,670 funds tracked by Wall St. Rank held Ford as of Q3 2023.

Based on MBL Wealth's 13F filing for Q3 2023, filed 11 Oct 2023.