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Redmont Wealth Advisors’s Ford F Stock Holding History

Redmont Wealth 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
Q3 		– Sell
-38,587
Closed -$484K – 326
2024
Q2 		$484K Sell
38,587
-9,904
-20% -$123K 0.76% 38
2024
Q1 		$644K Buy
48,491
+159
+0.3% +$1.93K 0.89% 37
2023
Q4 		$589K Buy
48,332
+6,048
+14% +$67.3K 0.86% 42
2023
Q3 		$525K Sell
42,284
-8,392
-17% -$109K 0.92% 35
2023
Q2 		$767K Buy
50,676
+3,551
+8% +$44.9K 1.32% 19
2023
Q1 		$594K Buy
47,125
+531
+1% +$6.65K 1.2% 19
2022
Q4 		$542K Buy
46,594
+6,150
+15% +$79K 0.64% 41
2022
Q3 		$453K Buy
40,444
+4,303
+12% +$60.2K 0.59% 45
2022
Q2 		$402K Buy
+36,141
New +$495K 0.49% 46

Other funds holding F

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Redmont Wealth Advisors's F Position: Q3 2024 in Review

Redmont Wealth Advisors sold out of Ford (F) in Q3 2024, closing a stake of 38,587 shares — an estimated $484K sold.

Redmont Wealth Advisors first reported a position in F in Q2 2022 and held it in 9 quarters. The position peaked at $767K in Q2 2023. 1,628 funds tracked by Wall St. Rank hold F as of Q3 2024.

  • Redmont Wealth Advisors reported no remaining Ford position as of Q3 2024 after selling out during the quarter.
  • Redmont Wealth Advisors sold 38,587 Ford shares in Q3 2024, an estimated $484K.
  • Redmont Wealth Advisors first reported a position in Ford in Q2 2022 and held it in 9 quarters.
  • Redmont Wealth Advisors's Ford position peaked at $767K in Q2 2023.
  • 1,628 funds tracked by Wall St. Rank held Ford as of Q3 2024.

Based on Redmont Wealth Advisors's 13F filing for Q3 2024, filed 16 Oct 2024.