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Milestone Investment Advisors’s Ford F Stock Holding History

Milestone Investment Advisors’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
-2,205
Closed -$27.4K – 232
2023
Q3 		$27.4K Buy
+2,205
New +$28.6K 0.01% 240
2023
Q2 		– Sell
-2,161
Closed -$27.2K – 227
2023
Q1 		$27.2K Buy
+2,161
New +$27.1K 0.01% 249

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 $3.38T AUM 44.17% 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

Milestone Investment Advisors's F Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Ford (F) in Q4 2023, closing a stake of 2,205 shares — an estimated $27.4K sold.

Milestone Investment Advisors first reported a position in F in Q1 2023 and held it in 2 quarters. The position peaked at $27.4K in Q3 2023. 1,682 funds tracked by Wall St. Rank hold F as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Ford position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 2,205 Ford shares in Q4 2023, an estimated $27.4K.
  • Milestone Investment Advisors first reported a position in Ford in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Ford position peaked at $27.4K in Q3 2023.
  • 1,682 funds tracked by Wall St. Rank held Ford as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.