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Panoramic Investment Advisors’s Ford F Stock Holding History

Panoramic Investment 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
Q4 		– Sell
-10,606
Closed -$112K – 121
2024
Q3 		$112K Buy
+10,606
New +$121K 0.08% 117
2024
Q1 		$141K Sell
10,593
-3,000
-22% -$36.4K 0.1% 113
2023
Q4 		$166K Sell
13,593
-13
-0.1% -$145 0.14% 103
2023
Q3 		$169K Buy
+13,606
New +$177K 0.16% 97
2022
Q4 		$276K Buy
+23,770
New +$305K 0.28% 77

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 $3.38T AUM 44.17% 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

Panoramic Investment Advisors's F Position: Q4 2024 in Review

Panoramic Investment Advisors sold out of Ford (F) in Q4 2024, closing a stake of 10,606 shares — an estimated $112K sold.

Panoramic Investment Advisors first reported a position in F in Q4 2022 and held it in 5 quarters. The position peaked at $276K in Q4 2022. 1,687 funds tracked by Wall St. Rank hold F as of Q4 2024.

  • Panoramic Investment Advisors reported no remaining Ford position as of Q4 2024 after selling out during the quarter.
  • Panoramic Investment Advisors sold 10,606 Ford shares in Q4 2024, an estimated $112K.
  • Panoramic Investment Advisors first reported a position in Ford in Q4 2022 and held it in 5 quarters.
  • Panoramic Investment Advisors's Ford position peaked at $276K in Q4 2022.
  • 1,687 funds tracked by Wall St. Rank held Ford as of Q4 2024.

Based on Panoramic Investment Advisors's 13F filing for Q4 2024, filed 24 Jan 2025.