Strategic Wealth Management Group’s Ford F Stock Holding History

Strategic Wealth Management 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
2021 Q2	$357K	Buy	24,049 +848	+4%	+$11.3K	0.13%	87
2021 Q1	$284K	Sell	23,201 -530	-2%	-$6.06K	0.11%	109
2020 Q4	$209K	Hold	23,731	–	–	0.09%	121
2020 Q3	$158K	Hold	23,731	–	–	0.08%	115
2020 Q2	$144K	Sell	23,731 -1,410	-6%	-$7.81K	0.09%	97
2020 Q1	$121K	Buy	25,141 +8,298	+49%	+$62.2K	0.09%	83
2019 Q4	$157K	Sell	16,843 -212	-1%	-$1.91K	0.1%	93
2019 Q3	$156K	Buy	17,055 +1,020	+6%	+$9.69K	0.11%	84
2019 Q2	$164K	Buy	16,035 +2,119	+15%	+$20.9K	0.12%	83
2019 Q1	$122K	Sell	13,916 -658	-5%	-$5.65K	0.1%	81
2018 Q4	$111K	Buy	+14,574	New	+$130K	0.11%	78

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 Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Strategic Wealth Management Group's F Position: Q2 2021 in Review

Strategic Wealth Management Group increased its Ford (F) stake by 3.7% in Q2 2021, buying an estimated $11.3K and bringing the position to 24,049 shares worth $357K. The position accounts for 0.13% of the portfolio, ranked #87.

Strategic Wealth Management Group first reported a position in F in Q4 2018 and has held it in 11 quarters since. 1,391 funds tracked by Wall St. Rank hold F as of Q2 2021.

Strategic Wealth Management Group held 24,049 shares of Ford worth $357K as of Q2 2021.
Strategic Wealth Management Group bought 848 Ford shares in Q2 2021, an estimated $11.3K.
Ford made up 0.13% of Strategic Wealth Management Group's portfolio in Q2 2021, its #87 holding.
Strategic Wealth Management Group first reported a position in Ford in Q4 2018 and has held it in 11 quarters since.
1,391 funds tracked by Wall St. Rank held Ford as of Q2 2021.

Based on Strategic Wealth Management Group's 13F filing for Q2 2021, filed 13 Aug 2021.