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Surevest’s Ford F Stock Holding History

Surevest’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
2022
Q3 		$4K Buy
381
+87
+30% +$1.22K ﹤0.01% 335
2022
Q2 		$3K Buy
294
+200
+213% +$2.74K ﹤0.01% 379
2022
Q1 		$2K Hold
94
– – ﹤0.01% 398
2021
Q4 		$2K Buy
+94
New +$1.73K ﹤0.01% 403
2020
Q2 		– Sell
-15,200
Closed -$73K – 87
2020
Q1 		$73K Buy
15,200
+2,000
+15% +$15K 0.04% 96
2019
Q4 		$123K Hold
13,200
– – 0.05% 143
2019
Q3 		$121K Hold
13,200
– – 0.06% 130
2019
Q2 		$135K Buy
+13,200
New +$130K 0.07% 131

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

Surevest's F Position: Q3 2022 in Review

Surevest increased its Ford (F) stake by 30% in Q3 2022, buying an estimated $1.22K and bringing the position to 381 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #335.

Surevest first reported a position in F in Q2 2019 and has held it in 8 quarters since. The position peaked at $135K in Q2 2019. 1,623 funds tracked by Wall St. Rank hold F as of Q3 2022.

  • Surevest held 381 shares of Ford worth $4K as of Q3 2022.
  • Surevest bought 87 Ford shares in Q3 2022, an estimated $1.22K.
  • Ford made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #335 holding.
  • Surevest first reported a position in Ford in Q2 2019 and has held it in 8 quarters since.
  • Surevest's Ford position peaked at $135K in Q2 2019.
  • 1,623 funds tracked by Wall St. Rank held Ford as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.