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Peninsula Wealth’s Ford F Stock Holding History

Peninsula Wealth’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
2019
Q4 		– Sell
-14,411
Closed -$132K – 42
2019
Q3 		$132K Hold
14,411
– – 0.07% 38
2019
Q2 		$147K Sell
14,411
-1,600
-10% -$15.8K 0.08% 31
2019
Q1 		$141K Hold
16,011
– – 0.08% 30
2018
Q4 		$122K Sell
16,011
-12,549
-44% -$112K 0.08% 27
2018
Q3 		$264K Hold
28,560
– – 0.14% 25
2018
Q2 		$317K Hold
28,560
– – 0.19% 23
2018
Q1 		$317K Buy
+28,560
New +$322K 0.19% 21

Other funds holding F

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Peninsula Wealth's F Position: Q4 2019 in Review

Peninsula Wealth sold out of Ford (F) in Q4 2019, closing a stake of 14,411 shares — an estimated $132K sold.

Peninsula Wealth first reported a position in F in Q1 2018 and held it in 7 quarters. The position peaked at $317K in Q2 2018. 1,172 funds tracked by Wall St. Rank hold F as of Q4 2019.

  • Peninsula Wealth reported no remaining Ford position as of Q4 2019 after selling out during the quarter.
  • Peninsula Wealth sold 14,411 Ford shares in Q4 2019, an estimated $132K.
  • Peninsula Wealth first reported a position in Ford in Q1 2018 and held it in 7 quarters.
  • Peninsula Wealth's Ford position peaked at $317K in Q2 2018.
  • 1,172 funds tracked by Wall St. Rank held Ford as of Q4 2019.

Based on Peninsula Wealth's 13F filing for Q4 2019, filed 10 Feb 2020.