Opal Wealth Advisors’s Ford F Stock Holding History

Opal 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 Q3	–	Sell	-1,345	Closed	-$16.9K	–	525
2024 Q2	$16.9K	Buy	+1,345	New	+$16.6K	0.01%	550
2023 Q3	–	Sell	-10,021	Closed	-$152K	–	150
2023 Q2	$152K	Buy	+10,021	New	+$127K	0.08%	143

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 $3.37T AUM 44.26% 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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Opal Wealth Advisors's F Position: Q3 2024 in Review

Opal Wealth Advisors sold out of Ford (F) in Q3 2024, closing a stake of 1,345 shares — an estimated $16.9K sold.

Opal Wealth Advisors first reported a position in F in Q2 2023 and held it in 2 quarters. The position peaked at $152K in Q2 2023. 1,630 funds tracked by Wall St. Rank hold F as of Q3 2024.

Opal Wealth Advisors reported no remaining Ford position as of Q3 2024 after selling out during the quarter.
Opal Wealth Advisors sold 1,345 Ford shares in Q3 2024, an estimated $16.9K.
Opal Wealth Advisors first reported a position in Ford in Q2 2023 and held it in 2 quarters.
Opal Wealth Advisors's Ford position peaked at $152K in Q2 2023.
1,630 funds tracked by Wall St. Rank held Ford as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.