SFP
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Sterling Financial Planning’s Ford F Stock Holding History

Sterling Financial Planning’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
2021
Q4 		– Sell
-5,860
Closed -$83K – 205
2021
Q3 		$83K Buy
5,860
+1,021
+21% +$13.9K 0.05% 140
2021
Q2 		$72K Sell
4,839
-480
-9% -$6.38K 0.05% 143
2021
Q1 		$65K Sell
5,319
-1,951
-27% -$22.3K 0.05% 133
2020
Q4 		$64K Buy
+7,270
New +$60.9K 0.05% 127

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
State Street
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Sterling Financial Planning's F Position: Q4 2021 in Review

Sterling Financial Planning sold out of Ford (F) in Q4 2021, closing a stake of 5,860 shares — an estimated $83K sold.

Sterling Financial Planning first reported a position in F in Q4 2020 and held it in 4 quarters. The position peaked at $83K in Q3 2021. 1,623 funds tracked by Wall St. Rank hold F as of Q4 2021.

  • Sterling Financial Planning reported no remaining Ford position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 5,860 Ford shares in Q4 2021, an estimated $83K.
  • Sterling Financial Planning first reported a position in Ford in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's Ford position peaked at $83K in Q3 2021.
  • 1,623 funds tracked by Wall St. Rank held Ford as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.