Ropes Wealth Advisors’s Ford F Stock Holding History

Ropes 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
2021 Q1	–	Sell	-515	Closed	-$5K	–	430
2020 Q4	$5K	Sell	515 -2,486	-83%	-$20.8K	﹤0.01%	572
2020 Q3	$20K	Buy	3,001 +2,000	+200%	+$13.5K	﹤0.01%	436
2020 Q2	$6K	Hold	1,001	–	–	﹤0.01%	479
2020 Q1	$5K	Hold	1,001	–	–	﹤0.01%	453
2019 Q4	$9K	Hold	1,001	–	–	﹤0.01%	472
2019 Q3	$9K	Hold	1,001	–	–	﹤0.01%	486
2019 Q2	$10K	Hold	1,001	–	–	﹤0.01%	481
2019 Q1	$9K	Hold	1,001	–	–	﹤0.01%	457
2018 Q4	$8K	Sell	1,001 -4,000	-80%	-$35.6K	﹤0.01%	438
2018 Q3	$46K	Sell	5,001 -500	-9%	-$5K	0.01%	343
2018 Q2	$61K	Hold	5,501	–	–	0.02%	331
2018 Q1	$61K	Hold	5,501	–	–	0.02%	315
2017 Q4	$69K	Sell	5,501 -15	-0.3%	-$185	0.02%	312
2017 Q3	$66K	Buy	5,516 +1,200	+28%	+$13.5K	0.02%	298
2017 Q2	$48K	Sell	4,316 -34	-0.8%	-$380	0.01%	339
2017 Q1	$51K	Buy	4,350 +34	+0.8%	+$422	0.01%	329
2016 Q4	$52K	Hold	4,316	–	–	0.02%	309
2016 Q3	$52K	Buy	4,316 +1,301	+43%	+$16.4K	0.02%	273
2016 Q2	$38K	Hold	3,015	–	–	0.01%	287
2016 Q1	$41K	Buy	3,015 +2,388	+381%	+$30K	0.02%	231
2015 Q4	$9K	Buy	627 +112	+22%	+$1.62K	﹤0.01%	345
2015 Q3	$7K	Hold	515	–	–	﹤0.01%	355
2015 Q2	$8K	Hold	515	–	–	﹤0.01%	262
2015 Q1	$8K	Buy	+515	New	+$8.13K	﹤0.01%	265

Other funds holding F

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Ropes Wealth Advisors's F Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Ford (F) in Q1 2021, closing a stake of 515 shares — an estimated $5K sold.

Ropes Wealth Advisors first reported a position in F in Q1 2015 and held it in 24 quarters. The position peaked at $69K in Q4 2017. 1,288 funds tracked by Wall St. Rank hold F as of Q1 2021.

Ropes Wealth Advisors reported no remaining Ford position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 515 Ford shares in Q1 2021, an estimated $5K.
Ropes Wealth Advisors first reported a position in Ford in Q1 2015 and held it in 24 quarters.
Ropes Wealth Advisors's Ford position peaked at $69K in Q4 2017.
1,288 funds tracked by Wall St. Rank held Ford as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.