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Sound View Wealth Advisors’s Ford F Stock Holding History

Sound View 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
2019
Q1 		$248K Sell
28,267
-7,904
-22% -$67.9K 0.08% 211
2018
Q4 		$277K Buy
+36,171
New +$322K 0.1% 183

Other funds holding F

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sound View Wealth Advisors's F Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its Ford (F) stake by 22% in Q1 2019, selling an estimated $67.9K and leaving 28,267 shares worth $248K. The position accounts for 0.08% of the portfolio, ranked #211.

Sound View Wealth Advisors first reported a position in F in Q4 2018 and has held it in 2 quarters since. The position peaked at $277K in Q4 2018. 1,138 funds tracked by Wall St. Rank hold F as of Q1 2019.

  • Sound View Wealth Advisors held 28,267 shares of Ford worth $248K as of Q1 2019.
  • Sound View Wealth Advisors sold 7,904 Ford shares in Q1 2019, an estimated $67.9K.
  • Ford made up 0.08% of Sound View Wealth Advisors's portfolio in Q1 2019, its #211 holding.
  • Sound View Wealth Advisors first reported a position in Ford in Q4 2018 and has held it in 2 quarters since.
  • Sound View Wealth Advisors's Ford position peaked at $277K in Q4 2018.
  • 1,138 funds tracked by Wall St. Rank held Ford as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.