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TMD Wealth Management’s Ford F Stock Holding History

TMD Wealth Management’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 		$230K Sell
18,332
-1,383
-7% -$17.1K 0.05% 51
2024
Q1 		$262K Sell
19,715
-24,226
-55% -$294K 0.06% 51
2023
Q4 		$536K Buy
43,941
+4,001
+10% +$44.5K 0.14% 36
2023
Q3 		$496K Hold
39,940
– – 0.14% 33
2023
Q2 		$604K Buy
39,940
+10,930
+38% +$138K 0.16% 26
2023
Q1 		$366K Buy
29,010
+3,240
+13% +$40.6K 0.1% 37
2022
Q4 		$300K Buy
+25,770
New +$331K 0.13% 33

Other funds holding F

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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
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
Norges Bank Oslo, Norway $935B AUM

TMD Wealth Management's F Position: Q2 2024 in Review

TMD Wealth Management reduced its Ford (F) stake by 7% in Q2 2024, selling an estimated $17.1K and leaving 18,332 shares worth $230K. The position accounts for 0.05% of the portfolio, ranked #51.

TMD Wealth Management first reported a position in F in Q4 2022 and has held it in 7 quarters since. The position peaked at $604K in Q2 2023. 1,643 funds tracked by Wall St. Rank hold F as of Q2 2024.

  • TMD Wealth Management held 18,332 shares of Ford worth $230K as of Q2 2024.
  • TMD Wealth Management sold 1,383 Ford shares in Q2 2024, an estimated $17.1K.
  • Ford made up 0.05% of TMD Wealth Management's portfolio in Q2 2024, its #51 holding.
  • TMD Wealth Management first reported a position in Ford in Q4 2022 and has held it in 7 quarters since.
  • TMD Wealth Management's Ford position peaked at $604K in Q2 2023.
  • 1,643 funds tracked by Wall St. Rank held Ford as of Q2 2024.

Based on TMD Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.