Shakespeare Wealth Management’s Ford F Stock Holding History

Shakespeare Wealth Management’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
2020 Q3	–	Sell	-17,496	Closed	-$106K	–	67
2020 Q2	$106K	Buy	+17,496	New	+$96.9K	0.06%	65

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

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Shakespeare Wealth Management's F Position: Q3 2020 in Review

Shakespeare Wealth Management sold out of Ford (F) in Q3 2020, closing a stake of 17,496 shares — an estimated $106K sold.

Shakespeare Wealth Management first reported a position in F in Q2 2020 and held it in 1 quarter. The position peaked at $106K in Q2 2020. 1,090 funds tracked by Wall St. Rank hold F as of Q3 2020.

Shakespeare Wealth Management reported no remaining Ford position as of Q3 2020 after selling out during the quarter.
Shakespeare Wealth Management sold 17,496 Ford shares in Q3 2020, an estimated $106K.
Shakespeare Wealth Management first reported a position in Ford in Q2 2020 and held it in 1 quarter.
Shakespeare Wealth Management's Ford position peaked at $106K in Q2 2020.
1,090 funds tracked by Wall St. Rank held Ford as of Q3 2020.

Based on Shakespeare Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.