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Prosperity Wealth Management’s Ford F Stock Holding History

Prosperity Wealth Management’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
2023
Q4 		– Sell
-12,974
Closed -$161K – 155
2023
Q3 		$161K Sell
12,974
-586
-4% -$7.61K 0.1% 132
2023
Q2 		$205K Sell
13,560
-2,406
-15% -$30.4K 0.13% 127
2023
Q1 		$201K Sell
15,966
-8,733
-35% -$109K 0.16% 117
2022
Q4 		$287K Buy
+24,699
New +$317K 0.27% 78

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Prosperity Wealth Management's F Position: Q4 2023 in Review

Prosperity Wealth Management sold out of Ford (F) in Q4 2023, closing a stake of 12,974 shares — an estimated $161K sold.

Prosperity Wealth Management first reported a position in F in Q4 2022 and held it in 4 quarters. The position peaked at $287K in Q4 2022. 1,682 funds tracked by Wall St. Rank hold F as of Q4 2023.

  • Prosperity Wealth Management reported no remaining Ford position as of Q4 2023 after selling out during the quarter.
  • Prosperity Wealth Management sold 12,974 Ford shares in Q4 2023, an estimated $161K.
  • Prosperity Wealth Management first reported a position in Ford in Q4 2022 and held it in 4 quarters.
  • Prosperity Wealth Management's Ford position peaked at $287K in Q4 2022.
  • 1,682 funds tracked by Wall St. Rank held Ford as of Q4 2023.

Based on Prosperity Wealth Management's 13F filing for Q4 2023, filed 30 Jan 2024.