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Sage Private Wealth Group’s Ford F Stock Holding History

Sage Private Wealth 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
2024
Q4 		– Sell
-43,925
Closed -$464K – 91
2024
Q3 		$464K Buy
43,925
+5,512
+14% +$63.1K 0.37% 39
2024
Q2 		$482K Buy
38,413
+9,048
+31% +$112K 0.41% 35
2024
Q1 		$390K Buy
29,365
+16,299
+125% +$198K 0.31% 46
2023
Q4 		$159K Sell
13,066
-3,673
-22% -$40.9K 0.14% 59
2023
Q3 		$208K Buy
16,739
+622
+4% +$8.08K 0.29% 45
2023
Q2 		$244K Buy
16,117
+17
+0.1% +$215 0.33% 42
2023
Q1 		$203K Buy
16,100
+1,649
+11% +$20.6K 0.23% 44
2022
Q4 		$168K Buy
14,451
+14
+0.1% +$180 0.2% 45
2022
Q3 		$162K Buy
14,437
+12
+0.1% +$168 0.21% 53
2022
Q2 		$161K Buy
14,425
+832
+6% +$11.4K 0.23% 53
2022
Q1 		$230K Buy
13,593
+1,346
+11% +$25.6K 0.22% 45
2021
Q4 		$254K Sell
12,247
-630
-5% -$11.6K 0.32% 38
2021
Q3 		$182K Buy
12,877
+917
+8% +$12.5K 0.25% 49
2021
Q2 		$178K Hold
11,960
– – 0.24% 50
2021
Q1 		$147K Buy
11,960
+10,691
+842% +$122K 0.25% 52
2020
Q4 		$11K Buy
+1,269
New +$10.6K 0.03% 128

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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Sage Private Wealth Group's F Position: Q4 2024 in Review

Sage Private Wealth Group sold out of Ford (F) in Q4 2024, closing a stake of 43,925 shares — an estimated $464K sold.

Sage Private Wealth Group first reported a position in F in Q4 2020 and held it in 16 quarters. The position peaked at $482K in Q2 2024. 1,685 funds tracked by Wall St. Rank hold F as of Q4 2024.

  • Sage Private Wealth Group reported no remaining Ford position as of Q4 2024 after selling out during the quarter.
  • Sage Private Wealth Group sold 43,925 Ford shares in Q4 2024, an estimated $464K.
  • Sage Private Wealth Group first reported a position in Ford in Q4 2020 and held it in 16 quarters.
  • Sage Private Wealth Group's Ford position peaked at $482K in Q2 2024.
  • 1,685 funds tracked by Wall St. Rank held Ford as of Q4 2024.

Based on Sage Private Wealth Group's 13F filing for Q4 2024, filed 29 Jan 2025.