Signature Wealth Management Partners’s Ford F Stock Holding History

Signature Wealth Management Partners’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
2024 Q4	–	Sell	-15,742	Closed	-$166K	–	107
2024 Q3	$166K	Sell	15,742 -9,997	-39%	-$114K	0.12%	103
2024 Q2	$323K	Buy	25,739 +32	+0.1%	+$396	0.25%	76
2024 Q1	$341K	Sell	25,707 -1,698	-6%	-$20.6K	0.28%	74
2023 Q4	$334K	Sell	27,405 -648	-2%	-$7.21K	0.29%	72
2023 Q3	$348K	Buy	28,053 +2	+0%	+$26	0.34%	63
2023 Q2	$424K	Buy	28,051 +11,002	+65%	+$139K	0.39%	57
2023 Q1	$215K	Buy	17,049 +3,002	+21%	+$37.6K	0.2%	94
2022 Q4	$163K	Buy	14,047 +3,002	+27%	+$38.6K	0.16%	92
2022 Q3	$124K	Buy	+11,045	New	+$155K	0.14%	93

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

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

Koshinski Asset Management

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Dimensional Fund Advisors

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return