S.E.E.D. Planning Group’s Ford F Stock Holding History

S.E.E.D. Planning Group’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 Q3	–	Sell	-5,000	Closed	-$16K	–	91
2021 Q2	$16K	Buy	+5,000	New	+$66.5K	0.01%	85

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

S.E.E.D. Planning Group's F Position: Q3 2023 in Review

S.E.E.D. Planning Group sold out of Ford (F) in Q3 2023, closing a stake of 14,612 shares — an estimated $221K sold.

S.E.E.D. Planning Group first reported a position in F in Q4 2020 and held it in 6 quarters. The position peaked at $221K in Q2 2023. 1,668 funds tracked by Wall St. Rank hold F as of Q3 2023.

S.E.E.D. Planning Group reported no remaining Ford position as of Q3 2023 after selling out during the quarter.
S.E.E.D. Planning Group sold 14,612 Ford shares in Q3 2023, an estimated $221K.
S.E.E.D. Planning Group first reported a position in Ford in Q4 2020 and held it in 6 quarters.
S.E.E.D. Planning Group's Ford position peaked at $221K in Q2 2023.
1,668 funds tracked by Wall St. Rank held Ford as of Q3 2023.

Based on S.E.E.D. Planning Group's 13F filing for Q3 2023, filed 17 Oct 2023.