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Spartan Planning & Wealth Management’s Ford F Stock Holding History

Spartan Planning & 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
2023
Q4 		$23.3K Buy
1,909
+1,883
+7,242% +$21K 0.02% 158
2023
Q3 		$323 Buy
+26
New +$338 ﹤0.01% 133
2022
Q4 		$221 Buy
+19
New +$244 ﹤0.01% 148
2022
Q2 		– Sell
-13,685
Closed -$231K – 119
2022
Q1 		$231K Buy
+13,685
New +$260K 0.29% 49

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Spartan Planning & Wealth Management's F Position: Q4 2023 in Review

Spartan Planning & Wealth Management increased its Ford (F) stake by 7,242% in Q4 2023, buying an estimated $21K and bringing the position to 1,909 shares worth $23.3K. The position accounts for 0.02% of the portfolio, ranked #158.

Spartan Planning & Wealth Management first reported a position in F in Q1 2022 and has held it in 4 quarters since. The position peaked at $231K in Q1 2022. 1,682 funds tracked by Wall St. Rank hold F as of Q4 2023.

  • Spartan Planning & Wealth Management held 1,909 shares of Ford worth $23.3K as of Q4 2023.
  • Spartan Planning & Wealth Management bought 1,883 Ford shares in Q4 2023, an estimated $21K.
  • Ford made up 0.02% of Spartan Planning & Wealth Management's portfolio in Q4 2023, its #158 holding.
  • Spartan Planning & Wealth Management first reported a position in Ford in Q1 2022 and has held it in 4 quarters since.
  • Spartan Planning & Wealth Management's Ford position peaked at $231K in Q1 2022.
  • 1,682 funds tracked by Wall St. Rank held Ford as of Q4 2023.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2023, filed 12 Mar 2024.