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 $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

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

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

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 Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return