RVW Wealth’s Ford F Stock Holding History

RVW Wealth’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 Q4	–	Sell	-3,393	Closed	-$42.1K	–	215
2023 Q3	$42.1K	Buy	+3,393	New	+$44.1K	0.01%	255
2022 Q1	–	Sell	-11,969	Closed	-$249K	–	140
2021 Q4	$249K	Buy	+11,969	New	+$220K	0.03%	116

Other funds holding F

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

RVW Wealth's F Position: Q4 2023 in Review

RVW Wealth sold out of Ford (F) in Q4 2023, closing a stake of 3,393 shares — an estimated $42.1K sold.

RVW Wealth first reported a position in F in Q4 2021 and held it in 2 quarters. The position peaked at $249K in Q4 2021. 1,682 funds tracked by Wall St. Rank hold F as of Q4 2023.

RVW Wealth reported no remaining Ford position as of Q4 2023 after selling out during the quarter.
RVW Wealth sold 3,393 Ford shares in Q4 2023, an estimated $42.1K.
RVW Wealth first reported a position in Ford in Q4 2021 and held it in 2 quarters.
RVW Wealth's Ford position peaked at $249K in Q4 2021.
1,682 funds tracked by Wall St. Rank held Ford as of Q4 2023.

Based on RVW Wealth's 13F filing for Q4 2023, filed 8 Jan 2024.