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SVA Wealth Management’s Ford F Stock Holding History

SVA 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
2020
Q4 		$112K Buy
+12,763
New +$107K 0.01% 225
2018
Q2 		– Sell
-70,076
Closed -$839K – 218
2018
Q1 		$839K Buy
70,076
+12,120
+21% +$137K 0.1% 121
2017
Q4 		$724K Sell
57,956
-12,120
-17% -$149K 0.08% 130
2017
Q3 		$839K Sell
70,076
-8,750
-11% -$98.7K 0.1% 121
2017
Q2 		$882K Buy
78,826
+2,223
+3% +$24.8K 0.11% 116
2017
Q1 		$892K Buy
76,603
+8,471
+12% +$105K 0.12% 111
2016
Q4 		$826K Sell
68,132
-8,957
-12% -$109K 0.12% 116
2016
Q3 		$930K Sell
77,089
-1,301
-2% -$16.4K 0.14% 109
2016
Q2 		$985K Sell
78,390
-2,115
-3% -$27.9K 0.16% 110
2016
Q1 		$1.09M Sell
80,505
-8,876
-10% -$112K 0.18% 101
2015
Q4 		$1.26M Sell
89,381
-197,626
-69% -$2.86M 0.22% 102
2015
Q3 		$3.9M Sell
287,007
-18,656
-6% -$267K 0.73% 46
2015
Q2 		$4.59M Buy
305,663
+13,482
+5% +$209K 0.84% 41
2015
Q1 		$4.72M Buy
292,181
+219,678
+303% +$3.47M 0.86% 40
2014
Q4 		$1.12M Buy
72,503
+8,385
+13% +$124K 0.41% 59
2014
Q3 		$948K Buy
64,118
+7,928
+14% +$135K 0.4% 61
2014
Q2 		$969K Buy
56,190
+8,114
+17% +$132K 0.41% 58
2014
Q1 		$750K Buy
48,076
+35,469
+281% +$549K 0.35% 66
2013
Q4 		$195K Buy
+12,607
New +$211K 0.12% 129

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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

SVA Wealth Management's F Position: Q4 2020 in Review

SVA Wealth Management opened a new position in Ford (F) in Q4 2020: 12,763 shares worth $112K. The stake represents 0.01% of the portfolio and ranks #225 among its holdings. This is a return to the name: SVA Wealth Management previously reported a position in F as recently as Q1 2018.

SVA Wealth Management first reported a position in F in Q4 2013 and has held it in 19 quarters since. The position peaked at $4.72M in Q1 2015. 1,226 funds tracked by Wall St. Rank hold F as of Q4 2020.

  • SVA Wealth Management held 12,763 shares of Ford worth $112K as of Q4 2020.
  • Ford was a new SVA Wealth Management position in Q4 2020.
  • Ford made up 0.01% of SVA Wealth Management's portfolio in Q4 2020, its #225 holding.
  • SVA Wealth Management first reported a position in Ford in Q4 2013 and has held it in 19 quarters since.
  • SVA Wealth Management's Ford position peaked at $4.72M in Q1 2015.
  • 1,226 funds tracked by Wall St. Rank held Ford as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.