Okabena Investment Services’s Ford F Stock Holding History

Okabena Investment Services’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 Q2	–	Sell	-51	Closed	-$1.74K	–	179
2023 Q1	$1.74K	Sell	51 -122	-71%	-$1.53K	﹤0.01%	175
2022 Q4	$2.01K	Buy	+173	New	+$2.22K	﹤0.01%	190

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

Norges Bank Oslo, Norway $935B AUM

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

Okabena Investment Services's F Position: Q2 2023 in Review

Okabena Investment Services sold out of Ford (F) in Q2 2023, closing a stake of 51 shares — an estimated $1.74K sold.

Okabena Investment Services first reported a position in F in Q4 2022 and held it in 2 quarters. The position peaked at $2.01K in Q4 2022. 1,648 funds tracked by Wall St. Rank hold F as of Q2 2023.

Okabena Investment Services reported no remaining Ford position as of Q2 2023 after selling out during the quarter.
Okabena Investment Services sold 51 Ford shares in Q2 2023, an estimated $1.74K.
Okabena Investment Services first reported a position in Ford in Q4 2022 and held it in 2 quarters.
Okabena Investment Services's Ford position peaked at $2.01K in Q4 2022.
1,648 funds tracked by Wall St. Rank held Ford as of Q2 2023.

Based on Okabena Investment Services's 13F filing for Q2 2023, filed 14 Aug 2023.