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Total Wealth Planning’s Ford F Stock Holding History

Total Wealth Planning’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
2025
Q1 		– Sell
-21,273
Closed -$211K – 92
2024
Q4 		$211K Buy
21,273
+282
+1% +$3.01K 0.03% 91
2024
Q3 		$222K Buy
20,991
+279
+1% +$3.19K 0.03% 88
2024
Q2 		$298K Sell
20,712
-613
-3% -$7.58K 0.05% 81
2024
Q1 		$283K Buy
21,325
+536
+3% +$6.5K 0.05% 84
2023
Q4 		$253K Sell
20,789
-324
-2% -$3.61K 0.05% 86
2023
Q3 		$262K Buy
+21,113
New +$274K 0.05% 79

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Total Wealth Planning's F Position: Q1 2025 in Review

Total Wealth Planning sold out of Ford (F) in Q1 2025, closing a stake of 21,273 shares — an estimated $211K sold.

Total Wealth Planning first reported a position in F in Q3 2023 and held it in 6 quarters. The position peaked at $298K in Q2 2024. 1,602 funds tracked by Wall St. Rank hold F as of Q1 2025.

  • Total Wealth Planning reported no remaining Ford position as of Q1 2025 after selling out during the quarter.
  • Total Wealth Planning sold 21,273 Ford shares in Q1 2025, an estimated $211K.
  • Total Wealth Planning first reported a position in Ford in Q3 2023 and held it in 6 quarters.
  • Total Wealth Planning's Ford position peaked at $298K in Q2 2024.
  • 1,602 funds tracked by Wall St. Rank held Ford as of Q1 2025.

Based on Total Wealth Planning's 13F filing for Q1 2025, filed 15 Apr 2025.