TFO Wealth Partners’s Ford F Stock Holding History

TFO Wealth 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 Q2	–	Sell	-1,799	Closed	-$23.9K	–	286
2024 Q1	$23.9K	Hold	1,799	–	–	﹤0.01%	75
2023 Q4	$21.9K	Sell	1,799 -30	-2%	-$334	﹤0.01%	79
2023 Q3	$27.7K	Buy	1,829 +30	+2%	+$390	0.01%	124
2023 Q2	$27.2K	Hold	1,799	–	–	0.01%	114
2023 Q1	$22.7K	Buy	1,799 +1,795	+44,875%	+$22.5K	0.01%	92
2022 Q4	$151	Buy	+4	New	+$51	﹤0.01%	680
2022 Q3	–	Sell	-145	Closed	-$2K	–	258
2022 Q2	$2K	Buy	+145	New	+$1.99K	﹤0.01%	310
2022 Q1	–	Sell	-200	Closed	-$4K	–	132
2021 Q4	$4K	Sell	200 -82	-29%	-$1.51K	﹤0.01%	109
2021 Q3	$4K	Buy	+282	New	+$3.84K	﹤0.01%	116
2021 Q1	–	Sell	-6,400	Closed	-$56K	–	168
2020 Q4	$56K	Sell	6,400 -3,600	-36%	-$30.1K	0.02%	45
2020 Q3	$67K	Sell	10,000 -1,646	-14%	-$11.1K	0.03%	44
2020 Q2	$71K	Hold	11,646	–	–	0.03%	45
2020 Q1	$56K	Hold	11,646	–	–	0.02%	55
2019 Q4	$108K	Buy	+11,646	New	+$105K	0.1%	48

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 $3.37T AUM 44.26% 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

TFO Wealth Partners's F Position: Q2 2024 in Review

TFO Wealth Partners sold out of Ford (F) in Q2 2024, closing a stake of 1,799 shares — an estimated $23.9K sold.

TFO Wealth Partners first reported a position in F in Q4 2019 and held it in 14 quarters. The position peaked at $108K in Q4 2019. 1,647 funds tracked by Wall St. Rank hold F as of Q2 2024.

TFO Wealth Partners reported no remaining Ford position as of Q2 2024 after selling out during the quarter.
TFO Wealth Partners sold 1,799 Ford shares in Q2 2024, an estimated $23.9K.
TFO Wealth Partners first reported a position in Ford in Q4 2019 and held it in 14 quarters.
TFO Wealth Partners's Ford position peaked at $108K in Q4 2019.
1,647 funds tracked by Wall St. Rank held Ford as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.