SFMG Wealth Advisors’s Ford F Stock Holding History

SFMG Wealth 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
2023 Q2	–	Sell	-12,701	Closed	-$160K	–	264
2023 Q1	$160K	Buy	+12,701	New	+$159K	0.02%	238
2015 Q4	–	Sell	-11,421	Closed	-$155K	–	113
2015 Q3	$155K	Buy	11,421 +66	+0.6%	+$943	0.04%	108
2015 Q2	$170K	Sell	11,355 -23,218	-67%	-$360K	0.04%	114
2015 Q1	$558K	Buy	34,573 +23,380	+209%	+$369K	0.05%	93
2014 Q4	$173K	Buy	+11,193	New	+$165K	0.04%	117

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

SFMG Wealth Advisors's F Position: Q2 2023 in Review

SFMG Wealth Advisors sold out of Ford (F) in Q2 2023, closing a stake of 12,701 shares — an estimated $160K sold.

SFMG Wealth Advisors first reported a position in F in Q4 2014 and held it in 5 quarters. The position peaked at $558K in Q1 2015. 1,648 funds tracked by Wall St. Rank hold F as of Q2 2023.

SFMG Wealth Advisors reported no remaining Ford position as of Q2 2023 after selling out during the quarter.
SFMG Wealth Advisors sold 12,701 Ford shares in Q2 2023, an estimated $160K.
SFMG Wealth Advisors first reported a position in Ford in Q4 2014 and held it in 5 quarters.
SFMG Wealth Advisors's Ford position peaked at $558K in Q1 2015.
1,648 funds tracked by Wall St. Rank held Ford as of Q2 2023.

Based on SFMG Wealth Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.