SWS Partners’s Ford F Stock Holding History

SWS 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	–	Sell	-999	Closed	-$12.5K	–	169
2024 Q2	$12.5K	Buy	+999	New	+$12.4K	﹤0.01%	231
2018 Q2	–	Sell	-6,149	Closed	-$67K	–	165
2018 Q1	$67K	Buy	6,149 +5,137	+508%	+$57.9K	0.05%	122
2017 Q4	$13K	Buy	+1,012	New	+$12.5K	0.01%	253

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SWS Partners's F Position: Q3 2024 in Review

SWS Partners sold out of Ford (F) in Q3 2024, closing a stake of 999 shares — an estimated $12.5K sold.

SWS Partners first reported a position in F in Q4 2017 and held it in 3 quarters. The position peaked at $67K in Q1 2018. 1,627 funds tracked by Wall St. Rank hold F as of Q3 2024.

SWS Partners reported no remaining Ford position as of Q3 2024 after selling out during the quarter.
SWS Partners sold 999 Ford shares in Q3 2024, an estimated $12.5K.
SWS Partners first reported a position in Ford in Q4 2017 and held it in 3 quarters.
SWS Partners's Ford position peaked at $67K in Q1 2018.
1,627 funds tracked by Wall St. Rank held Ford as of Q3 2024.

Based on SWS Partners's 13F filing for Q3 2024, filed 15 Oct 2024.