Private Wealth Advisors (California)’s Ford F Stock Holding History

Private Wealth Advisors (California)’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
2021 Q4	–	Sell	-158,152	Closed	-$3.12M	–	105
2021 Q3	$3.12M	Sell	158,152 -1,563	-1%	-$21.3K	0.75%	33
2021 Q2	$2.37M	Buy	159,715 +14,123	+10%	+$188K	0.73%	27
2021 Q1	$1.78M	Buy	145,592 +10,552	+8%	+$121K	0.6%	31
2020 Q4	$1.32M	Buy	135,040 +123,293	+1,050%	+$1.03M	0.46%	33
2020 Q3	$78K	Hold	11,747	–	–	0.04%	59
2020 Q2	$71K	Buy	+11,747	New	+$65.1K	0.05%	52

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 Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Private Wealth Advisors (California)'s F Position: Q4 2021 in Review

Private Wealth Advisors (California) sold out of Ford (F) in Q4 2021, closing a stake of 158,152 shares — an estimated $3.12M sold.

Private Wealth Advisors (California) first reported a position in F in Q2 2020 and held it in 6 quarters. The position peaked at $3.12M in Q3 2021. 1,623 funds tracked by Wall St. Rank hold F as of Q4 2021.

Private Wealth Advisors (California) reported no remaining Ford position as of Q4 2021 after selling out during the quarter.
Private Wealth Advisors (California) sold 158,152 Ford shares in Q4 2021, an estimated $3.12M.
Private Wealth Advisors (California) first reported a position in Ford in Q2 2020 and held it in 6 quarters.
Private Wealth Advisors (California)'s Ford position peaked at $3.12M in Q3 2021.
1,623 funds tracked by Wall St. Rank held Ford as of Q4 2021.

Based on Private Wealth Advisors (California)'s 13F filing for Q4 2021, filed 11 Feb 2022.