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Rooted Wealth Advisors’s Ford F Stock Holding History

Rooted 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
2025
Q1 		– Sell
-21,917
Closed -$214K – 94
2024
Q4 		$214K Buy
+21,917
New +$234K 0.08% 90
2023
Q4 		– Sell
-12,211
Closed -$125K – 77
2023
Q3 		$125K Sell
12,211
-3,662
-23% -$47.5K 0.08% 74
2023
Q2 		$244K Buy
15,873
+3,723
+31% +$47.1K 0.16% 66
2023
Q1 		$152K Buy
+12,150
New +$152K 0.11% 86

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 $3.38T AUM 44.17% 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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Rooted Wealth Advisors's F Position: Q1 2025 in Review

Rooted Wealth Advisors sold out of Ford (F) in Q1 2025, closing a stake of 21,917 shares — an estimated $214K sold.

Rooted Wealth Advisors first reported a position in F in Q1 2023 and held it in 4 quarters. The position peaked at $244K in Q2 2023. 1,606 funds tracked by Wall St. Rank hold F as of Q1 2025.

  • Rooted Wealth Advisors reported no remaining Ford position as of Q1 2025 after selling out during the quarter.
  • Rooted Wealth Advisors sold 21,917 Ford shares in Q1 2025, an estimated $214K.
  • Rooted Wealth Advisors first reported a position in Ford in Q1 2023 and held it in 4 quarters.
  • Rooted Wealth Advisors's Ford position peaked at $244K in Q2 2023.
  • 1,606 funds tracked by Wall St. Rank held Ford as of Q1 2025.

Based on Rooted Wealth Advisors's 13F filing for Q1 2025, filed 8 Apr 2025.