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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 		$232K 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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Principle Wealth Partners's F Position: Q4 2024 in Review

Principle Wealth Partners sold out of Ford (F) in Q4 2024, closing a stake of 14,154 shares — an estimated $149K sold.

Principle Wealth Partners first reported a position in F in Q1 2019 and held it in 17 quarters. The position peaked at $308K in Q2 2023. 1,687 funds tracked by Wall St. Rank hold F as of Q4 2024.

  • Principle Wealth Partners reported no remaining Ford position as of Q4 2024 after selling out during the quarter.
  • Principle Wealth Partners sold 14,154 Ford shares in Q4 2024, an estimated $149K.
  • Principle Wealth Partners first reported a position in Ford in Q1 2019 and held it in 17 quarters.
  • Principle Wealth Partners's Ford position peaked at $308K in Q2 2023.
  • 1,687 funds tracked by Wall St. Rank held Ford as of Q4 2024.

Based on Principle Wealth Partners's 13F filing for Q4 2024, filed 29 Jan 2025.