Principle Wealth Partners’s Ford F Stock Holding History

Principle Wealth Partners’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	-14,154	Closed	-$149K	–	340
2024 Q3	$149K	Buy	+14,154	New	+$162K	0.01%	337
2024 Q2	–	Sell	-18,672	Closed	-$248K	–	331
2024 Q1	$248K	Buy	18,672 +668	+4%	+$8.1K	0.02%	309
2023 Q4	$219K	Sell	18,004 -1,987	-10%	-$22.1K	0.02%	315
2023 Q3	$248K	Sell	19,991 -337	-2%	-$4.38K	0.02%	282
2023 Q2	$308K	Buy	20,328 +110	+0.5%	+$1.39K	0.03%	260
2023 Q1	$255K	Sell	20,218 -35	-0.2%	-$438	0.03%	278
2022 Q4	$236K	Sell	20,253 -462	-2%	-$5.94K	0.03%	283
2022 Q3	$232	Buy	20,715 +378	+2%	+$5.29K	0.02%	263
2022 Q2	$226K	Buy	20,337 +3,663	+22%	+$50.2K	0.03%	282
2022 Q1	$282K	Buy	16,674 +4,000	+32%	+$76.1K	0.03%	271
2021 Q4	$263K	Sell	12,674 -1,231	-9%	-$22.7K	0.03%	278
2021 Q3	$197K	Buy	13,905 +1,900	+16%	+$25.8K	0.02%	303
2021 Q2	$178K	Buy	+12,005	New	+$160K	0.02%	310
2020 Q3	–	Sell	-3,300	Closed	-$20K	–	248
2020 Q2	$20K	Buy	+3,300	New	+$18.3K	0.01%	353
2019 Q4	–	Sell	-13,930	Closed	-$128K	–	169
2019 Q3	$128K	Buy	13,930 +2,700	+24%	+$25.6K	0.04%	165
2019 Q2	$115K	Buy	11,230 +955	+9%	+$9.41K	0.06%	139
2019 Q1	$90K	Buy	+10,275	New	+$88.2K	0.05%	128

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

Koshinski Asset Management

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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