Monograph Wealth Advisors’s Ford F Stock Holding History

Monograph Wealth 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
2024 Q2	–	Sell	-34,516	Closed	-$458K	–	130
2024 Q1	$458K	Buy	+34,516	New	+$418K	0.07%	106

Other funds holding F

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Monograph Wealth Advisors's F Position: Q2 2024 in Review

Monograph Wealth Advisors sold out of Ford (F) in Q2 2024, closing a stake of 34,516 shares — an estimated $458K sold.

Monograph Wealth Advisors first reported a position in F in Q1 2024 and held it in 1 quarter. The position peaked at $458K in Q1 2024. 1,643 funds tracked by Wall St. Rank hold F as of Q2 2024.

Monograph Wealth Advisors reported no remaining Ford position as of Q2 2024 after selling out during the quarter.
Monograph Wealth Advisors sold 34,516 Ford shares in Q2 2024, an estimated $458K.
Monograph Wealth Advisors first reported a position in Ford in Q1 2024 and held it in 1 quarter.
Monograph Wealth Advisors's Ford position peaked at $458K in Q1 2024.
1,643 funds tracked by Wall St. Rank held Ford as of Q2 2024.

Based on Monograph Wealth Advisors's 13F filing for Q2 2024, filed 15 Aug 2024.