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PBMares Wealth Management’s Ford F Stock Holding History

PBMares 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
-11,976
Closed -$126K – 198
2024
Q3 		$126K Buy
11,976
+991
+9% +$11.3K 0.03% 193
2024
Q2 		$138K Buy
+10,985
New +$136K 0.03% 179
2021
Q3 		– Sell
-13,265
Closed -$197K – 150
2021
Q2 		$197K Buy
13,265
+581
+5% +$7.72K 0.11% 146
2021
Q1 		$155K Buy
12,684
+191
+2% +$2.19K 0.13% 141
2020
Q4 		$110K Buy
+12,493
New +$105K 0.13% 122

Other funds holding F

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

PBMares Wealth Management sold out of Ford (F) in Q4 2024, closing a stake of 11,976 shares — an estimated $126K sold.

PBMares Wealth Management first reported a position in F in Q4 2020 and held it in 5 quarters. The position peaked at $197K in Q2 2021. 1,681 funds tracked by Wall St. Rank hold F as of Q4 2024.

  • PBMares Wealth Management reported no remaining Ford position as of Q4 2024 after selling out during the quarter.
  • PBMares Wealth Management sold 11,976 Ford shares in Q4 2024, an estimated $126K.
  • PBMares Wealth Management first reported a position in Ford in Q4 2020 and held it in 5 quarters.
  • PBMares Wealth Management's Ford position peaked at $197K in Q2 2021.
  • 1,681 funds tracked by Wall St. Rank held Ford as of Q4 2024.

Based on PBMares Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.