Orgel Wealth Management’s Ford F Stock Holding History

Orgel Wealth Management’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 Q1	–	Sell	-11,000	Closed	-$102K	–	44
2019 Q4	$102K	Hold	11,000	–	–	0.03%	51
2019 Q3	$101K	Buy	+11,000	New	+$104K	0.04%	46

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

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

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

Norges Bank Oslo, Norway $935B AUM

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Orgel Wealth Management's F Position: Q1 2020 in Review

Orgel Wealth Management sold out of Ford (F) in Q1 2020, closing a stake of 11,000 shares — an estimated $102K sold.

Orgel Wealth Management first reported a position in F in Q3 2019 and held it in 2 quarters. The position peaked at $102K in Q4 2019. 1,114 funds tracked by Wall St. Rank hold F as of Q1 2020.

Orgel Wealth Management reported no remaining Ford position as of Q1 2020 after selling out during the quarter.
Orgel Wealth Management sold 11,000 Ford shares in Q1 2020, an estimated $102K.
Orgel Wealth Management first reported a position in Ford in Q3 2019 and held it in 2 quarters.
Orgel Wealth Management's Ford position peaked at $102K in Q4 2019.
1,114 funds tracked by Wall St. Rank held Ford as of Q1 2020.

Based on Orgel Wealth Management's 13F filing for Q1 2020, filed 28 Apr 2020.