RWB
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RMR Wealth Builders’s Ford F Stock Holding History

RMR Wealth Builders’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
-10,923
Closed -$137K – 265
2024
Q2 		$137K Buy
10,923
+492
+5% +$6.09K 0.02% 246
2024
Q1 		$139K Buy
+10,431
New +$126K 0.02% 256
2023
Q4 		– Sell
-12,558
Closed -$156K – 237
2023
Q3 		$156K Sell
12,558
-2,092
-14% -$27.2K 0.02% 222
2023
Q2 		$222K Buy
14,650
+3,687
+34% +$46.6K 0.04% 194
2023
Q1 		$138K Buy
10,963
+316
+3% +$3.96K 0.03% 206
2022
Q4 		$124K Buy
10,647
+51
+0.5% +$655 0.03% 189
2022
Q3 		$119K Buy
+10,596
New +$148K 0.03% 192
2021
Q2 		– Sell
-6,522
Closed -$80K – 342
2021
Q1 		$80K Buy
6,522
+5,622
+625% +$64.3K 0.02% 301
2020
Q4 		$8K Buy
+900
New +$7.54K ﹤0.01% 422
2020
Q3 		– Sell
-10,800
Closed -$65K – 303
2020
Q2 		$65K Buy
+10,800
New +$59.8K 0.06% 204
2019
Q4 		$63K Buy
+6,800
New +$61.1K 0.06% 209

Other funds holding F

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

RMR Wealth Builders's F Position: Q3 2024 in Review

RMR Wealth Builders sold out of Ford (F) in Q3 2024, closing a stake of 10,923 shares — an estimated $137K sold.

RMR Wealth Builders first reported a position in F in Q4 2019 and held it in 11 quarters. The position peaked at $222K in Q2 2023. 1,630 funds tracked by Wall St. Rank hold F as of Q3 2024.

  • RMR Wealth Builders reported no remaining Ford position as of Q3 2024 after selling out during the quarter.
  • RMR Wealth Builders sold 10,923 Ford shares in Q3 2024, an estimated $137K.
  • RMR Wealth Builders first reported a position in Ford in Q4 2019 and held it in 11 quarters.
  • RMR Wealth Builders's Ford position peaked at $222K in Q2 2023.
  • 1,630 funds tracked by Wall St. Rank held Ford as of Q3 2024.

Based on RMR Wealth Builders's 13F filing for Q3 2024, filed 21 Oct 2024.