River Wealth Advisors’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-14,119
| Closed | -$175K | – | 211 |
|
|
2023
Q3 | $175K | Sell |
14,119
-800
| -5% | -$10.4K | 0.03% | 197 |
|
|
2023
Q2 | $226K | Buy |
14,919
+429
| +3% | +$5.43K | 0.04% | 199 |
|
|
2023
Q1 | $183K | Sell |
14,490
-332
| -2% | -$4.16K | 0.03% | 204 |
|
|
2022
Q4 | $172K | Sell |
14,822
-251
| -2% | -$3.23K | 0.03% | 204 |
|
|
2022
Q3 | $169K | Sell |
15,073
-597
| -4% | -$8.36K | 0.04% | 195 |
|
|
2022
Q2 | $174K | Buy |
+15,670
| New | +$215K | 0.03% | 210 |
|
|
2020
Q3 | – | Sell |
-14,807
| Closed | -$90K | – | 202 |
|
|
2020
Q2 | $90K | Sell |
14,807
-3,892
| -21% | -$21.6K | 0.03% | 180 |
|
|
2020
Q1 | $90K | Sell |
18,699
-4,565
| -20% | -$34.2K | 0.04% | 157 |
|
|
2019
Q4 | $216K | Buy |
23,264
+15
| +0.1% | +$135 | 0.07% | 159 |
|
|
2019
Q3 | $213K | Buy |
23,249
+563
| +2% | +$5.35K | 0.08% | 154 |
|
|
2019
Q2 | $232K | Sell |
22,686
-336
| -1% | -$3.31K | 0.09% | 155 |
|
|
2019
Q1 | $202K | Sell |
23,022
-2,646
| -10% | -$22.7K | 0.08% | 151 |
|
|
2018
Q4 | $196K | Buy |
25,668
+3,964
| +18% | +$35.3K | 0.09% | 151 |
|
|
2018
Q3 | $201K | Sell |
21,704
-2,987
| -12% | -$29.9K | 0.07% | 160 |
|
|
2018
Q2 | $273K | Sell |
24,691
-4,035
| -14% | -$46.2K | 0.11% | 144 |
|
|
2018
Q1 | $318K | Sell |
28,726
-4,448
| -13% | -$50.2K | 0.13% | 135 |
|
|
2017
Q4 | $414K | Sell |
33,174
-3,339
| -9% | -$41.1K | 0.17% | 122 |
|
|
2017
Q3 | $437K | Sell |
36,513
-10,524
| -22% | -$119K | 0.2% | 115 |
|
|
2017
Q2 | $526K | Sell |
47,037
-13,609
| -22% | -$152K | 0.24% | 110 |
|
|
2017
Q1 | $706K | Sell |
60,646
-19,494
| -24% | -$242K | 0.34% | 92 |
|
|
2016
Q4 | $972K | Sell |
80,140
-18,263
| -19% | -$222K | 0.49% | 77 |
|
|
2016
Q3 | $1.19M | Sell |
98,403
-1,306
| -1% | -$16.5K | 0.66% | 59 |
|
|
2016
Q2 | $1.25M | Sell |
99,709
-865
| -0.9% | -$11.4K | 0.72% | 51 |
|
|
2016
Q1 | $1.36M | Buy |
100,574
+5,371
| +6% | +$67.6K | 0.81% | 42 |
|
|
2015
Q4 | $1.34M | Buy |
95,203
+10,151
| +12% | +$147K | 0.85% | 40 |
|
|
2015
Q3 | $1.15M | Buy |
85,052
+1,970
| +2% | +$28.1K | 0.79% | 45 |
|
|
2015
Q2 | $1.25M | Sell |
83,082
-651
| -0.8% | -$10.1K | 0.79% | 47 |
|
|
2015
Q1 | $1.35M | Buy |
+83,733
| New | +$1.32M | 0.84% | 42 |
|
Other funds holding F
River Wealth Advisors's F Position: Q4 2023 in Review
River Wealth Advisors sold out of Ford (F) in Q4 2023, closing a stake of 14,119 shares — an estimated $175K sold.
River Wealth Advisors first reported a position in F in Q1 2015 and held it in 28 quarters. The position peaked at $1.36M in Q1 2016. 1,682 funds tracked by Wall St. Rank hold F as of Q4 2023.
- River Wealth Advisors reported no remaining Ford position as of Q4 2023 after selling out during the quarter.
- River Wealth Advisors sold 14,119 Ford shares in Q4 2023, an estimated $175K.
- River Wealth Advisors first reported a position in Ford in Q1 2015 and held it in 28 quarters.
- River Wealth Advisors's Ford position peaked at $1.36M in Q1 2016.
- 1,682 funds tracked by Wall St. Rank held Ford as of Q4 2023.
Based on River Wealth Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.