New Wave Wealth Advisors’s Ford F Stock Holding History

New Wave 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
2025 Q1	–	Sell	-570	Closed	-$5.64K	–	307
2024 Q4	$5.64K	Buy	+570	New	+$6.08K	﹤0.01%	423

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

New Wave Wealth Advisors's F Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of Ford (F) in Q1 2025, closing a stake of 570 shares — an estimated $5.64K sold.

New Wave Wealth Advisors first reported a position in F in Q4 2024 and held it in 1 quarter. The position peaked at $5.64K in Q4 2024. 1,602 funds tracked by Wall St. Rank hold F as of Q1 2025.

New Wave Wealth Advisors reported no remaining Ford position as of Q1 2025 after selling out during the quarter.
New Wave Wealth Advisors sold 570 Ford shares in Q1 2025, an estimated $5.64K.
New Wave Wealth Advisors first reported a position in Ford in Q4 2024 and held it in 1 quarter.
New Wave Wealth Advisors's Ford position peaked at $5.64K in Q4 2024.
1,602 funds tracked by Wall St. Rank held Ford as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.