Swisher Financial Concepts’s Ford F Stock Holding History

Swisher Financial Concepts’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	-10,205	Closed	-$133K	–	85
2024 Q1	$133K	Buy	10,205 +33	+0.3%	+$400	0.12%	85
2023 Q4	$116K	Buy	+10,172	New	+$113K	0.11%	81

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 $3.38T AUM 44.17% 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

Swisher Financial Concepts's F Position: Q2 2024 in Review

Swisher Financial Concepts sold out of Ford (F) in Q2 2024, closing a stake of 10,205 shares — an estimated $133K sold.

Swisher Financial Concepts first reported a position in F in Q4 2023 and held it in 2 quarters. The position peaked at $133K in Q1 2024. 1,648 funds tracked by Wall St. Rank hold F as of Q2 2024.

Swisher Financial Concepts reported no remaining Ford position as of Q2 2024 after selling out during the quarter.
Swisher Financial Concepts sold 10,205 Ford shares in Q2 2024, an estimated $133K.
Swisher Financial Concepts first reported a position in Ford in Q4 2023 and held it in 2 quarters.
Swisher Financial Concepts's Ford position peaked at $133K in Q1 2024.
1,648 funds tracked by Wall St. Rank held Ford as of Q2 2024.

Based on Swisher Financial Concepts's 13F filing for Q2 2024, filed 22 Jul 2024.