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	–	287
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 $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company

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

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

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM