Semmax Financial Advisors’s Ford F Stock Holding History

Semmax Financial 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 Q2	$422K	Buy	37,290 +35,908	+2,598%	+$366K	0.11%	119
2025 Q1	$14.4K	Buy	1,382 +42	+3%	+$410	﹤0.01%	216
2024 Q4	$12.5K	Buy	1,340 +18	+1%	+$192	﹤0.01%	209
2024 Q3	$14.9K	Buy	1,322 +17	+1%	+$195	﹤0.01%	197
2024 Q2	$13.4K	Buy	1,305 +16	+1%	+$198	﹤0.01%	217
2024 Q1	$16.2K	Buy	1,289 +34	+3%	+$412	0.01%	185
2023 Q4	$15.9K	Buy	1,255 +17	+1%	+$189	0.01%	197
2023 Q3	$12.3K	Buy	+1,238	New	+$16.1K	﹤0.01%	184
2022 Q4	$25K	Buy	1,998 +877	+78%	+$11.3K	0.01%	144
2022 Q3	$15K	Buy	1,121 +1,108	+8,523%	+$15.5K	0.01%	152
2022 Q2	$0	Hold	13	–	–	﹤0.01%	273
2022 Q1	$0	Hold	13	–	–	﹤0.01%	286
2021 Q4	$0	Hold	13	–	–	﹤0.01%	268
2021 Q3	$0	Buy	+13	New	+$177	﹤0.01%	259
2019 Q2	–	Sell	-211	Closed	-$2K	–	374
2019 Q1	$2K	Buy	+211	New	+$1.81K	﹤0.01%	416

Other funds holding F

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

Geode Capital Management

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

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return