RE Dickinson Investment Advisors’s Ford F Stock Holding History

RE Dickinson Investment Advisors’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	$12K	Buy	115 +9	+8%	+$96	﹤0.01%	230
2024 Q3	$1.12K	Buy	106 +1	+1%	+$11	﹤0.01%	215
2024 Q2	$1.31K	Buy	105 +2	+2%	+$25	﹤0.01%	208
2024 Q1	$1K	Buy	103 +1	+1%	+$12	﹤0.01%	207
2023 Q4	$1K	Buy	102 +1	+1%	+$11	﹤0.01%	216
2023 Q3	$1K	Sell	101 -37	-27%	-$480	﹤0.01%	249
2023 Q2	$2K	Buy	138 +1	+0.7%	+$13	﹤0.01%	335
2023 Q1	$2K	Buy	137 +2	+1%	+$25	﹤0.01%	363
2022 Q4	$2K	Buy	135 +2	+2%	+$26	﹤0.01%	338
2022 Q3	$1K	Buy	133 +1	+0.8%	+$14	﹤0.01%	235
2022 Q2	$2	Buy	132 +1	+0.8%	+$14	﹤0.01%	241
2022 Q1	$2K	Sell	131 -198	-60%	-$3.77K	﹤0.01%	256
2021 Q4	$7K	Buy	+329	New	+$6.05K	0.01%	191

Other funds holding F

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T 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 $653B AUM 32.41% 1-Year Est. Return