Strategic Planning Group’s Ford F Stock Holding History

Strategic Planning Group’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 Q2	–	Sell	-124,768	Closed	-$1.66M	–	88
2024 Q1	$1.66M	Sell	124,768 -68,361	-35%	-$829K	0.41%	65
2023 Q4	$2.35M	Buy	+193,129	New	+$2.15M	0.78%	35

Other funds holding F

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Strategic Planning Group's F Position: Q2 2024 in Review

Strategic Planning Group sold out of Ford (F) in Q2 2024, closing a stake of 124,768 shares — an estimated $1.66M sold.

Strategic Planning Group first reported a position in F in Q4 2023 and held it in 2 quarters. The position peaked at $2.35M in Q4 2023. 1,646 funds tracked by Wall St. Rank hold F as of Q2 2024.

Strategic Planning Group reported no remaining Ford position as of Q2 2024 after selling out during the quarter.
Strategic Planning Group sold 124,768 Ford shares in Q2 2024, an estimated $1.66M.
Strategic Planning Group first reported a position in Ford in Q4 2023 and held it in 2 quarters.
Strategic Planning Group's Ford position peaked at $2.35M in Q4 2023.
1,646 funds tracked by Wall St. Rank held Ford as of Q2 2024.

Based on Strategic Planning Group's 13F filing for Q2 2024, filed 2 Aug 2024.