Pinnacle Wealth Management Group’s Ford F Stock Holding History

Pinnacle Wealth Management 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	-14,653	Closed	-$184K	–	119
2024 Q2	$184K	Sell	14,653 -640	-4%	-$7.92K	0.12%	100
2024 Q1	$203K	Hold	15,293	–	–	0.15%	103
2023 Q4	$186K	Hold	15,293	–	–	0.15%	93
2023 Q3	$190K	Sell	15,293 -2,500	-14%	-$32.5K	0.17%	91
2023 Q2	$269K	Hold	17,793	–	–	0.24%	80
2023 Q1	$224K	Sell	17,793 -3,500	-16%	-$43.8K	0.19%	94
2022 Q4	$248K	Sell	21,293 -2,343	-10%	-$30.1K	0.22%	89
2022 Q3	$265K	Hold	23,636	–	–	0.23%	85
2022 Q2	$263K	Buy	23,636 +3,500	+17%	+$47.9K	0.22%	92
2022 Q1	$340K	Buy	20,136 +2,320	+13%	+$44.1K	0.26%	91
2021 Q4	$370K	Sell	17,816 -200	-1%	-$3.68K	0.27%	80
2021 Q3	$255K	Hold	18,016	–	–	0.19%	104
2021 Q2	$268K	Buy	+18,016	New	+$240K	0.2%	106

Other funds holding F

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Pinnacle Wealth Management Group's F Position: Q3 2024 in Review

Pinnacle Wealth Management Group sold out of Ford (F) in Q3 2024, closing a stake of 14,653 shares — an estimated $184K sold.

Pinnacle Wealth Management Group first reported a position in F in Q2 2021 and held it in 13 quarters. The position peaked at $370K in Q4 2021. 1,630 funds tracked by Wall St. Rank hold F as of Q3 2024.

Pinnacle Wealth Management Group reported no remaining Ford position as of Q3 2024 after selling out during the quarter.
Pinnacle Wealth Management Group sold 14,653 Ford shares in Q3 2024, an estimated $184K.
Pinnacle Wealth Management Group first reported a position in Ford in Q2 2021 and held it in 13 quarters.
Pinnacle Wealth Management Group's Ford position peaked at $370K in Q4 2021.
1,630 funds tracked by Wall St. Rank held Ford as of Q3 2024.

Based on Pinnacle Wealth Management Group's 13F filing for Q3 2024, filed 10 Oct 2024.