Meridian Wealth Partners’s Ford F Stock Holding History

Meridian Wealth Partners’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 Q4	–	Sell	-10,446	Closed	-$130K	–	103
2023 Q3	$130K	Sell	10,446 -267	-2%	-$3.47K	0.03%	95
2023 Q2	$162K	Buy	10,713 +506	+5%	+$6.4K	0.03%	93
2023 Q1	$129K	Buy	+10,207	New	+$128K	0.03%	92
2021 Q2	–	Sell	-7,730	Closed	-$95K	–	482
2021 Q1	$95K	Buy	7,730 +2,176	+39%	+$24.9K	0.03%	116
2020 Q4	$49K	Buy	5,554 +1,000	+22%	+$8.37K	0.02%	141
2020 Q3	$30K	Hold	4,554	–	–	0.02%	164
2020 Q2	$28K	Hold	4,554	–	–	0.02%	166
2020 Q1	$22K	Buy	4,554 +9	+0.2%	+$67	0.01%	170
2019 Q4	$42K	Buy	+4,545	New	+$40.9K	0.03%	143

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

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Meridian Wealth Partners's F Position: Q4 2023 in Review

Meridian Wealth Partners sold out of Ford (F) in Q4 2023, closing a stake of 10,446 shares — an estimated $130K sold.

Meridian Wealth Partners first reported a position in F in Q4 2019 and held it in 9 quarters. The position peaked at $162K in Q2 2023. 1,682 funds tracked by Wall St. Rank hold F as of Q4 2023.

Meridian Wealth Partners reported no remaining Ford position as of Q4 2023 after selling out during the quarter.
Meridian Wealth Partners sold 10,446 Ford shares in Q4 2023, an estimated $130K.
Meridian Wealth Partners first reported a position in Ford in Q4 2019 and held it in 9 quarters.
Meridian Wealth Partners's Ford position peaked at $162K in Q2 2023.
1,682 funds tracked by Wall St. Rank held Ford as of Q4 2023.

Based on Meridian Wealth Partners's 13F filing for Q4 2023, filed 5 Feb 2024.