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Regal Wealth Group’s Ford F Stock Holding History

Regal Wealth Group’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
Q1 		– Sell
-10,070
Closed -$117K – 49
2022
Q4 		$117K Buy
10,070
+30
+0.3% +$385 0.09% 44
2022
Q3 		$122K Buy
10,040
+26
+0.3% +$364 0.09% 43
2022
Q2 		$111K Sell
10,014
-81
-0.8% -$1.11K 0.08% 47
2022
Q1 		$154K Buy
+10,095
New +$192K 0.1% 50
2021
Q2 		– Sell
-5,228
Closed -$64K – 120
2021
Q1 		$64K Hold
5,228
– – 0.04% 82
2020
Q4 		$46K Sell
5,228
-183
-3% -$1.53K 0.03% 99
2020
Q3 		$36K Buy
5,411
+300
+6% +$2.03K 0.03% 97
2020
Q2 		$31K Hold
5,111
– – 0.03% 101
2020
Q1 		$25K Sell
5,111
-76
-1% -$570 0.02% 95
2019
Q4 		$48K Buy
5,187
+578
+13% +$5.2K 0.03% 86
2019
Q3 		$42K Buy
4,609
+1,071
+30% +$10.2K 0.03% 81
2019
Q2 		$36K Sell
3,538
-1,198
-25% -$11.8K 0.03% 87
2019
Q1 		$42K Buy
4,736
+67
+1% +$575 0.03% 79
2018
Q4 		$36K Buy
4,669
+63
+1% +$561 0.03% 78
2018
Q3 		$43K Buy
4,606
+59
+1% +$590 0.03% 77
2018
Q2 		$50K Buy
4,547
+49
+1% +$561 0.05% 76
2018
Q1 		$50K Sell
4,498
-654
-13% -$7.38K 0.04% 76
2017
Q4 		$64K Buy
5,152
+44
+0.9% +$542 0.05% 68
2017
Q3 		$61K Buy
5,108
+50
+1% +$564 0.05% 66
2017
Q2 		$57K Buy
5,058
+49
+1% +$547 0.04% 68
2017
Q1 		$58K Buy
5,009
+801
+19% +$9.95K 0.04% 69
2016
Q4 		$51K Sell
4,208
-3,461
-45% -$42K 0.04% 69
2016
Q3 		$93K Sell
7,669
-1,866
-20% -$23.6K 0.08% 44
2016
Q2 		$120K Sell
9,535
-990
-9% -$13.1K 0.11% 42
2016
Q1 		$142K Buy
10,525
+470
+5% +$5.91K 0.14% 38
2015
Q4 		$142K Buy
+10,055
New +$146K 0.14% 38

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Regal Wealth Group's F Position: Q1 2023 in Review

Regal Wealth Group sold out of Ford (F) in Q1 2023, closing a stake of 10,070 shares — an estimated $117K sold.

Regal Wealth Group first reported a position in F in Q4 2015 and held it in 26 quarters. The position peaked at $154K in Q1 2022. 1,656 funds tracked by Wall St. Rank hold F as of Q1 2023.

  • Regal Wealth Group reported no remaining Ford position as of Q1 2023 after selling out during the quarter.
  • Regal Wealth Group sold 10,070 Ford shares in Q1 2023, an estimated $117K.
  • Regal Wealth Group first reported a position in Ford in Q4 2015 and held it in 26 quarters.
  • Regal Wealth Group's Ford position peaked at $154K in Q1 2022.
  • 1,656 funds tracked by Wall St. Rank held Ford as of Q1 2023.

Based on Regal Wealth Group's 13F filing for Q1 2023, filed 24 Apr 2023.