SDWIA
F icon

Schwarz Dygos Wheeler Investment Advisors’s Ford F Stock Holding History

Schwarz Dygos Wheeler 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
2022
Q4 		– Sell
-11,561
Closed -$129K – 133
2022
Q3 		$129K Buy
11,561
+312
+3% +$4.37K 0.06% 114
2022
Q2 		$125K Buy
11,249
+995
+10% +$13.6K 0.05% 125
2022
Q1 		$173K Buy
10,254
+392
+4% +$7.45K 0.06% 136
2021
Q4 		$205K Buy
+9,862
New +$181K 0.07% 130

Other funds holding F

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Schwarz Dygos Wheeler Investment Advisors's F Position: Q4 2022 in Review

Schwarz Dygos Wheeler Investment Advisors sold out of Ford (F) in Q4 2022, closing a stake of 11,561 shares — an estimated $129K sold.

Schwarz Dygos Wheeler Investment Advisors first reported a position in F in Q4 2021 and held it in 4 quarters. The position peaked at $205K in Q4 2021. 1,698 funds tracked by Wall St. Rank hold F as of Q4 2022.

  • Schwarz Dygos Wheeler Investment Advisors reported no remaining Ford position as of Q4 2022 after selling out during the quarter.
  • Schwarz Dygos Wheeler Investment Advisors sold 11,561 Ford shares in Q4 2022, an estimated $129K.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in Ford in Q4 2021 and held it in 4 quarters.
  • Schwarz Dygos Wheeler Investment Advisors's Ford position peaked at $205K in Q4 2021.
  • 1,698 funds tracked by Wall St. Rank held Ford as of Q4 2022.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.