SSWM
F icon

Sheets Smith Wealth Management’s Ford F Stock Holding History

Sheets Smith 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
2022
Q2 		– Sell
-10,280
Closed -$174K – 319
2022
Q1 		$174K Sell
10,280
-21,414
-68% -$407K 0.02% 340
2021
Q4 		$658K Buy
+31,694
New +$583K 0.08% 199

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 $3.38T AUM 44.17% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sheets Smith Wealth Management's F Position: Q2 2022 in Review

Sheets Smith Wealth Management sold out of Ford (F) in Q2 2022, closing a stake of 10,280 shares — an estimated $174K sold.

Sheets Smith Wealth Management first reported a position in F in Q4 2021 and held it in 2 quarters. The position peaked at $658K in Q4 2021. 1,621 funds tracked by Wall St. Rank hold F as of Q2 2022.

  • Sheets Smith Wealth Management reported no remaining Ford position as of Q2 2022 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 10,280 Ford shares in Q2 2022, an estimated $174K.
  • Sheets Smith Wealth Management first reported a position in Ford in Q4 2021 and held it in 2 quarters.
  • Sheets Smith Wealth Management's Ford position peaked at $658K in Q4 2021.
  • 1,621 funds tracked by Wall St. Rank held Ford as of Q2 2022.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2022, filed 27 Jul 2022.