Pinnacle Family Advisors’s Ford F Stock Holding History

Pinnacle Family 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
2023 Q1	–	Sell	-22,643	Closed	-$263K	–	98
2022 Q4	$263K	Buy	+22,643	New	+$291K	0.19%	79
2022 Q1	–	Sell	-12,072	Closed	-$251K	–	117
2021 Q4	$251K	Buy	+12,072	New	+$222K	0.11%	91
2021 Q3	–	Sell	-58,234	Closed	-$865K	–	142
2021 Q2	$865K	Sell	58,234 -185,800	-76%	-$2.47M	0.38%	50
2021 Q1	$2.99M	Buy	+244,034	New	+$2.79M	1.57%	15
2020 Q4	–	Sell	-126,546	Closed	-$843K	–	130
2020 Q3	$843K	Buy	126,546 +72,229	+133%	+$489K	0.57%	33
2020 Q2	$330K	Buy	+54,317	New	+$301K	0.29%	47

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

Pinnacle Family Advisors's F Position: Q1 2023 in Review

Pinnacle Family Advisors sold out of Ford (F) in Q1 2023, closing a stake of 22,643 shares — an estimated $263K sold.

Pinnacle Family Advisors first reported a position in F in Q2 2020 and held it in 6 quarters. The position peaked at $2.99M in Q1 2021. 1,655 funds tracked by Wall St. Rank hold F as of Q1 2023.

Pinnacle Family Advisors reported no remaining Ford position as of Q1 2023 after selling out during the quarter.
Pinnacle Family Advisors sold 22,643 Ford shares in Q1 2023, an estimated $263K.
Pinnacle Family Advisors first reported a position in Ford in Q2 2020 and held it in 6 quarters.
Pinnacle Family Advisors's Ford position peaked at $2.99M in Q1 2021.
1,655 funds tracked by Wall St. Rank held Ford as of Q1 2023.

Based on Pinnacle Family Advisors's 13F filing for Q1 2023, filed 15 May 2023.