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Perfromance Wealth Partners’s Ford F Stock Holding History

Perfromance Wealth Partners’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
2023
Q3 		– Sell
-12,770
Closed -$196K – 172
2023
Q2 		$196K Buy
12,770
+1,545
+14% +$19.5K 0.01% 180
2023
Q1 		$141K Sell
11,225
-4,985
-31% -$62.4K 0.01% 176
2022
Q4 		$189K Sell
16,210
-179
-1% -$2.3K 0.01% 162
2022
Q3 		$184K Buy
+16,389
New +$229K 0.01% 159

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Perfromance Wealth Partners's F Position: Q3 2023 in Review

Perfromance Wealth Partners sold out of Ford (F) in Q3 2023, closing a stake of 12,770 shares — an estimated $196K sold.

Perfromance Wealth Partners first reported a position in F in Q3 2022 and held it in 4 quarters. The position peaked at $196K in Q2 2023. 1,670 funds tracked by Wall St. Rank hold F as of Q3 2023.

  • Perfromance Wealth Partners reported no remaining Ford position as of Q3 2023 after selling out during the quarter.
  • Perfromance Wealth Partners sold 12,770 Ford shares in Q3 2023, an estimated $196K.
  • Perfromance Wealth Partners first reported a position in Ford in Q3 2022 and held it in 4 quarters.
  • Perfromance Wealth Partners's Ford position peaked at $196K in Q2 2023.
  • 1,670 funds tracked by Wall St. Rank held Ford as of Q3 2023.

Based on Perfromance Wealth Partners's 13F filing for Q3 2023, filed 30 Oct 2023.