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Palumbo Wealth Management’s Ford F Stock Holding History

Palumbo 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
2024
Q4 		– Sell
-19,676
Closed -$208K – 177
2024
Q3 		$208K Buy
19,676
+188
+1% +$2.15K 0.08% 140
2024
Q2 		$244K Sell
19,488
-1,012
-5% -$12.5K 0.1% 116
2024
Q1 		$272K Sell
20,500
-425
-2% -$5.15K 0.12% 110
2023
Q4 		$255K Sell
20,925
-2,714
-11% -$30.2K 0.13% 108
2023
Q3 		$294K Sell
23,639
-9,684
-29% -$126K 0.16% 88
2023
Q2 		$504K Sell
33,323
-5,847
-15% -$74K 0.31% 58
2023
Q1 		$494K Sell
39,170
-2,315
-6% -$29K 0.33% 57
2022
Q4 		$482K Buy
41,485
+1,766
+4% +$22.7K 0.38% 54
2022
Q3 		$445K Buy
39,719
+1,134
+3% +$15.9K 0.38% 56
2022
Q2 		$429K Buy
38,585
+115
+0.3% +$1.57K 0.34% 58
2022
Q1 		$650K Sell
38,470
-32,109
-45% -$611K 0.42% 51
2021
Q4 		$1.47M Buy
70,579
+31,864
+82% +$586K 0.92% 19
2021
Q3 		$548K Sell
38,715
-55,641
-59% -$757K 0.36% 62
2021
Q2 		$1.4M Buy
94,356
+7,004
+8% +$93.1K 0.94% 18
2021
Q1 		$1.07M Buy
+87,352
New +$999K 0.81% 23

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

Palumbo Wealth Management's F Position: Q4 2024 in Review

Palumbo Wealth Management sold out of Ford (F) in Q4 2024, closing a stake of 19,676 shares — an estimated $208K sold.

Palumbo Wealth Management first reported a position in F in Q1 2021 and held it in 15 quarters. The position peaked at $1.47M in Q4 2021. 1,685 funds tracked by Wall St. Rank hold F as of Q4 2024.

  • Palumbo Wealth Management reported no remaining Ford position as of Q4 2024 after selling out during the quarter.
  • Palumbo Wealth Management sold 19,676 Ford shares in Q4 2024, an estimated $208K.
  • Palumbo Wealth Management first reported a position in Ford in Q1 2021 and held it in 15 quarters.
  • Palumbo Wealth Management's Ford position peaked at $1.47M in Q4 2021.
  • 1,685 funds tracked by Wall St. Rank held Ford as of Q4 2024.

Based on Palumbo Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.