PWMAG
F icon

Pinnacle Wealth Management Advisory Group’s Ford F Stock Holding History

Pinnacle Wealth Management Advisory Group’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
Q3 		– Sell
-12,719
Closed -$160K – 366
2024
Q2 		$160K Buy
12,719
+1,098
+9% +$13.6K 0.02% 341
2024
Q1 		$154K Buy
+11,621
New +$141K 0.02% 336
2023
Q4 		– Sell
-13,332
Closed -$166K – 344
2023
Q3 		$166K Sell
13,332
-2,248
-14% -$29.2K 0.02% 302
2023
Q2 		$236K Buy
15,580
+3,101
+25% +$39.2K 0.03% 284
2023
Q1 		$157K Buy
12,479
+1,240
+11% +$15.5K 0.02% 305
2022
Q4 		$131K Sell
11,239
-1,804
-14% -$23.2K 0.02% 288
2022
Q3 		$146K Sell
13,043
-395
-3% -$5.53K 0.02% 264
2022
Q2 		$150K Buy
+13,438
New +$184K 0.02% 272

Other funds holding F

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return