SFP
F icon

Sweet Financial Partners’s Ford F Stock Holding History

Sweet Financial Partners’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
Q3 		$125K Sell
11,810
-85
-0.7% -$973 0.03% 195
2024
Q2 		$149K Sell
11,895
-956
-7% -$11.8K 0.03% 188
2024
Q1 		$171K Buy
12,851
+13
+0.1% +$158 0.04% 193
2023
Q4 		$156K Buy
12,838
+15
+0.1% +$167 0.04% 179
2023
Q3 		$159K Buy
12,823
+14
+0.1% +$182 0.04% 170
2023
Q2 		$194K Buy
+12,809
New +$162K 0.05% 175
2023
Q1 		– Sell
-14,242
Closed -$166K – 174
2022
Q4 		$166K Buy
14,242
+329
+2% +$4.23K 0.05% 163
2022
Q3 		$156K Buy
13,913
+410
+3% +$5.74K 0.05% 162
2022
Q2 		$150K Buy
+13,503
New +$185K 0.05% 164

Other funds holding F

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sweet Financial Partners's F Position: Q3 2024 in Review

Sweet Financial Partners reduced its Ford (F) stake by 0.71% in Q3 2024, selling an estimated $973 and leaving 11,810 shares worth $125K. The position accounts for 0.03% of the portfolio, ranked #195.

Sweet Financial Partners first reported a position in F in Q2 2022 and has held it in 9 quarters since. The position peaked at $194K in Q2 2023. 1,631 funds tracked by Wall St. Rank hold F as of Q3 2024.

  • Sweet Financial Partners held 11,810 shares of Ford worth $125K as of Q3 2024.
  • Sweet Financial Partners sold 85 Ford shares in Q3 2024, an estimated $973.
  • Ford made up 0.03% of Sweet Financial Partners's portfolio in Q3 2024, its #195 holding.
  • Sweet Financial Partners first reported a position in Ford in Q2 2022 and has held it in 9 quarters since.
  • Sweet Financial Partners's Ford position peaked at $194K in Q2 2023.
  • 1,631 funds tracked by Wall St. Rank held Ford as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.