Phoenix Wealth Advisors’s Ford F Stock Holding History

Phoenix Wealth 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
2021 Q4	–	Sell	-7,612	Closed	-$108K	–	199
2021 Q3	$108K	Sell	7,612 -1,000	-12%	-$13.6K	0.08%	149
2021 Q2	$125K	Hold	8,612	–	–	0.09%	145
2021 Q1	$105K	Hold	8,612	–	–	0.08%	150
2020 Q4	$76K	Buy	+8,612	New	+$72.1K	0.06%	161

Other funds holding F

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Phoenix Wealth Advisors's F Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of Ford (F) in Q4 2021, closing a stake of 7,612 shares — an estimated $108K sold.

Phoenix Wealth Advisors first reported a position in F in Q4 2020 and held it in 4 quarters. The position peaked at $125K in Q2 2021. 1,623 funds tracked by Wall St. Rank hold F as of Q4 2021.

Phoenix Wealth Advisors reported no remaining Ford position as of Q4 2021 after selling out during the quarter.
Phoenix Wealth Advisors sold 7,612 Ford shares in Q4 2021, an estimated $108K.
Phoenix Wealth Advisors first reported a position in Ford in Q4 2020 and held it in 4 quarters.
Phoenix Wealth Advisors's Ford position peaked at $125K in Q2 2021.
1,623 funds tracked by Wall St. Rank held Ford as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.