OLIO Financial Planning’s Ford F Stock Holding History

OLIO Financial Planning’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 Q4	–	Sell	-10,886	Closed	-$135K	–	55
2023 Q3	$135K	Buy	+10,886	New	+$141K	0.06%	52

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

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

OLIO Financial Planning's F Position: Q4 2023 in Review

OLIO Financial Planning sold out of Ford (F) in Q4 2023, closing a stake of 10,886 shares — an estimated $135K sold.

OLIO Financial Planning first reported a position in F in Q3 2023 and held it in 1 quarter. The position peaked at $135K in Q3 2023. 1,682 funds tracked by Wall St. Rank hold F as of Q4 2023.

OLIO Financial Planning reported no remaining Ford position as of Q4 2023 after selling out during the quarter.
OLIO Financial Planning sold 10,886 Ford shares in Q4 2023, an estimated $135K.
OLIO Financial Planning first reported a position in Ford in Q3 2023 and held it in 1 quarter.
OLIO Financial Planning's Ford position peaked at $135K in Q3 2023.
1,682 funds tracked by Wall St. Rank held Ford as of Q4 2023.

Based on OLIO Financial Planning's 13F filing for Q4 2023, filed 10 Jan 2024.