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Merriman Wealth Management’s Ford F Stock Holding History

Merriman Wealth Management’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
Q1 		– Sell
-16,840
Closed -$196K – 204
2022
Q4 		$196K Buy
16,840
+533
+3% +$6.85K 0.01% 200
2022
Q3 		$183K Sell
16,307
-67,047
-80% -$938K 0.01% 169
2022
Q2 		$928K Buy
+83,354
New +$1.14M 0.07% 70
2020
Q1 		– Sell
-11,047
Closed -$103K – 170
2019
Q4 		$103K Buy
+11,047
New +$99.3K 0.02% 177

Other funds holding F

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Merriman Wealth Management's F Position: Q1 2023 in Review

Merriman Wealth Management sold out of Ford (F) in Q1 2023, closing a stake of 16,840 shares — an estimated $196K sold.

Merriman Wealth Management first reported a position in F in Q4 2019 and held it in 4 quarters. The position peaked at $928K in Q2 2022. 1,655 funds tracked by Wall St. Rank hold F as of Q1 2023.

  • Merriman Wealth Management reported no remaining Ford position as of Q1 2023 after selling out during the quarter.
  • Merriman Wealth Management sold 16,840 Ford shares in Q1 2023, an estimated $196K.
  • Merriman Wealth Management first reported a position in Ford in Q4 2019 and held it in 4 quarters.
  • Merriman Wealth Management's Ford position peaked at $928K in Q2 2022.
  • 1,655 funds tracked by Wall St. Rank held Ford as of Q1 2023.

Based on Merriman Wealth Management's 13F filing for Q1 2023, filed 4 May 2023.