Milestone Wealth’s Ford F Stock Holding History

Milestone 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
2022 Q2	–	Sell	-1,052	Closed	-$22K	–	234
2022 Q1	$22K	Hold	1,052	–	–	0.02%	175
2021 Q4	$22K	Buy	+1,052	New	+$19.4K	0.02%	175

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Milestone Wealth's F Position: Q2 2022 in Review

Milestone Wealth sold out of Ford (F) in Q2 2022, closing a stake of 1,052 shares — an estimated $22K sold.

Milestone Wealth first reported a position in F in Q4 2021 and held it in 2 quarters. The position peaked at $22K in Q1 2022. 1,621 funds tracked by Wall St. Rank hold F as of Q2 2022.

Milestone Wealth reported no remaining Ford position as of Q2 2022 after selling out during the quarter.
Milestone Wealth sold 1,052 Ford shares in Q2 2022, an estimated $22K.
Milestone Wealth first reported a position in Ford in Q4 2021 and held it in 2 quarters.
Milestone Wealth's Ford position peaked at $22K in Q1 2022.
1,621 funds tracked by Wall St. Rank held Ford as of Q2 2022.

Based on Milestone Wealth's 13F filing for Q2 2022, filed 12 Aug 2022.