RW
F icon

REDW Wealth’s Ford F Stock Holding History

REDW Wealth’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
Q2 		– Sell
-10,657
Closed -$142K – 161
2024
Q1 		$142K Buy
10,657
+7
+0.1% +$85 0.04% 161
2023
Q4 		$130K Sell
10,650
-1,452
-12% -$16.2K 0.04% 151
2023
Q3 		$150K Sell
12,102
-2,194
-15% -$28.5K 0.05% 139
2023
Q2 		$216K Sell
14,296
-3,993
-22% -$50.5K 0.06% 134
2023
Q1 		$230K Sell
18,289
-5,465
-23% -$68.4K 0.07% 127
2022
Q4 		$276K Sell
23,754
-1,582
-6% -$20.3K 0.1% 107
2022
Q3 		$284K Buy
25,336
+11,741
+86% +$164K 0.11% 92
2022
Q2 		$151K Buy
13,595
+2,620
+24% +$35.9K 0.06% 112
2022
Q1 		$186K Sell
10,975
-3,658
-25% -$69.6K 0.06% 121
2021
Q4 		$304K Buy
14,633
+3,748
+34% +$69K 0.09% 85
2021
Q3 		$154K Buy
10,885
+366
+3% +$4.98K 0.05% 113
2021
Q2 		$156K Buy
+10,519
New +$140K 0.05% 115
2020
Q1 		– Sell
-18,270
Closed -$170K – 79
2019
Q4 		$170K Buy
18,270
+303
+2% +$2.72K 0.09% 79
2019
Q3 		$165K Sell
17,967
-2,200
-11% -$20.9K 0.1% 81
2019
Q2 		$207K Buy
20,167
+1,250
+7% +$12.3K 0.12% 79
2019
Q1 		$166K Hold
18,917
– – 0.1% 83
2018
Q4 		$145K Hold
18,917
– – 0.1% 77
2018
Q3 		$175K Hold
18,917
– – 0.12% 81
2018
Q2 		$209K Buy
+18,917
New +$217K 0.15% 76

Other funds holding F

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM