Northstar Wealth Partners’s Ford F Stock Holding History

Northstar Wealth Partners’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
2020 Q2	–	Sell	-14,284	Closed	-$68K	–	183
2020 Q1	$68K	Sell	14,284 -4,395	-24%	-$32.9K	0.03%	162
2019 Q4	$173K	Buy	18,679 +280	+2%	+$2.52K	0.07%	182
2019 Q3	$169K	Sell	18,399 -8,913	-33%	-$84.7K	0.07%	176
2019 Q2	$279K	Buy	27,312 +4,916	+22%	+$48.5K	0.12%	150
2019 Q1	$197K	Buy	+22,396	New	+$192K	0.09%	178
2018 Q4	–	Sell	-39,400	Closed	-$364K	–	171
2018 Q3	$364K	Buy	39,400 +145	+0.4%	+$1.45K	0.17%	123
2018 Q2	$434K	Sell	39,255 -80	-0.2%	-$916	0.22%	120
2018 Q1	$435K	Buy	39,335 +27,264	+226%	+$308K	0.22%	119
2017 Q4	$159K	Buy	12,071 +795	+7%	+$9.79K	0.14%	129
2017 Q3	$139K	Buy	11,276 +289	+3%	+$3.26K	0.14%	120
2017 Q2	$124K	Sell	10,987 -5,000	-31%	-$55.8K	0.11%	133
2017 Q1	$180K	Buy	+15,987	New	+$199K	0.17%	129

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

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

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

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

Northstar Wealth Partners's F Position: Q2 2020 in Review

Northstar Wealth Partners sold out of Ford (F) in Q2 2020, closing a stake of 14,284 shares — an estimated $68K sold.

Northstar Wealth Partners first reported a position in F in Q1 2017 and held it in 12 quarters. The position peaked at $435K in Q1 2018. 1,094 funds tracked by Wall St. Rank hold F as of Q2 2020.

Northstar Wealth Partners reported no remaining Ford position as of Q2 2020 after selling out during the quarter.
Northstar Wealth Partners sold 14,284 Ford shares in Q2 2020, an estimated $68K.
Northstar Wealth Partners first reported a position in Ford in Q1 2017 and held it in 12 quarters.
Northstar Wealth Partners's Ford position peaked at $435K in Q1 2018.
1,094 funds tracked by Wall St. Rank held Ford as of Q2 2020.

Based on Northstar Wealth Partners's 13F filing for Q2 2020, filed 14 Aug 2020.