Planned Solutions’s Ford F Stock Holding History

Planned Solutions’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 Q4	–	Sell	-113	Closed	-$1.19K	–	276
2024 Q3	$1.19K	Buy	+113	New	+$1.29K	﹤0.01%	580
2024 Q1	–	Sell	-113	Closed	-$1.38K	–	234
2023 Q4	$1.38K	Buy	+113	New	+$1.26K	﹤0.01%	521

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

Planned Solutions's F Position: Q4 2024 in Review

Planned Solutions sold out of Ford (F) in Q4 2024, closing a stake of 113 shares — an estimated $1.19K sold.

Planned Solutions first reported a position in F in Q4 2023 and held it in 2 quarters. The position peaked at $1.38K in Q4 2023. 1,685 funds tracked by Wall St. Rank hold F as of Q4 2024.

Planned Solutions reported no remaining Ford position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 113 Ford shares in Q4 2024, an estimated $1.19K.
Planned Solutions first reported a position in Ford in Q4 2023 and held it in 2 quarters.
Planned Solutions's Ford position peaked at $1.38K in Q4 2023.
1,685 funds tracked by Wall St. Rank held Ford as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.