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Pacific Capital Wealth Advisors’s Ford F Stock Holding History

Pacific Capital 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
2025
Q1 		– Sell
-1,889
Closed -$18.7K – 181
2024
Q4 		$18.7K Hold
1,889
– – ﹤0.01% 225
2024
Q3 		$19.9K Sell
1,889
-40
-2% -$458 ﹤0.01% 241
2024
Q2 		$24.2K Buy
1,929
+40
+2% +$495 ﹤0.01% 209
2024
Q1 		$25.1K Hold
1,889
– – 0.01% 174
2023
Q4 		$23K Buy
+1,889
New +$21K 0.01% 186
2020
Q4 		– Sell
-1,883
Closed -$13K – 103
2020
Q3 		$13K Buy
+1,883
New +$12.8K 0.01% 162

Other funds holding F

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Pacific Capital Wealth Advisors's F Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Ford (F) in Q1 2025, closing a stake of 1,889 shares — an estimated $18.7K sold.

Pacific Capital Wealth Advisors first reported a position in F in Q3 2020 and held it in 6 quarters. The position peaked at $25.1K in Q1 2024. 1,604 funds tracked by Wall St. Rank hold F as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining Ford position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 1,889 Ford shares in Q1 2025, an estimated $18.7K.
  • Pacific Capital Wealth Advisors first reported a position in Ford in Q3 2020 and held it in 6 quarters.
  • Pacific Capital Wealth Advisors's Ford position peaked at $25.1K in Q1 2024.
  • 1,604 funds tracked by Wall St. Rank held Ford as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.