SIA
F icon

Schechter Investment Advisors’s Ford F Stock Holding History

Schechter Investment 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 		$114K Buy
+11,402
New +$111K 0.01% 575
2024
Q4 		– Sell
-11,141
Closed -$118K – 679
2024
Q3 		$118K Sell
11,141
-8,980
-45% -$103K 0.01% 611
2024
Q2 		$252K Sell
20,121
-8,395
-29% -$104K 0.02% 508
2024
Q1 		$379K Buy
28,516
+9,074
+47% +$110K 0.03% 444
2023
Q4 		$237K Buy
19,442
+1,845
+10% +$20.5K 0.02% 514
2023
Q3 		$219K Sell
17,597
-6,448
-27% -$83.7K 0.02% 523
2023
Q2 		$364K Buy
24,045
+2,539
+12% +$32.1K 0.03% 446
2023
Q1 		$271K Buy
21,506
+576
+3% +$7.21K 0.03% 543
2022
Q4 		$243K Sell
20,930
-8,060
-28% -$104K 0.02% 696
2022
Q3 		$325K Buy
28,990
+11,710
+68% +$164K 0.03% 672
2022
Q2 		$192K Sell
17,280
-2,864
-14% -$39.2K 0.02% 852
2022
Q1 		$340K Buy
20,144
+7,669
+61% +$146K 0.03% 655
2021
Q4 		$259K Buy
+12,475
New +$230K 0.02% 723

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
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

Schechter Investment Advisors's F Position: Q1 2025 in Review

Schechter Investment Advisors opened a new position in Ford (F) in Q1 2025: 11,402 shares worth $114K. The stake represents 0.01% of the portfolio and ranks #575 among its holdings. This is a return to the name: Schechter Investment Advisors previously reported a position in F as recently as Q3 2024.

Schechter Investment Advisors first reported a position in F in Q4 2021 and has held it in 13 quarters since. The position peaked at $379K in Q1 2024. 1,604 funds tracked by Wall St. Rank hold F as of Q1 2025.

  • Schechter Investment Advisors held 11,402 shares of Ford worth $114K as of Q1 2025.
  • Ford was a new Schechter Investment Advisors position in Q1 2025.
  • Ford made up 0.01% of Schechter Investment Advisors's portfolio in Q1 2025, its #575 holding.
  • Schechter Investment Advisors first reported a position in Ford in Q4 2021 and has held it in 13 quarters since.
  • Schechter Investment Advisors's Ford position peaked at $379K in Q1 2024.
  • 1,604 funds tracked by Wall St. Rank held Ford as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.