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TriaGen Wealth Management’s Ford F Stock Holding History

TriaGen 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
2022
Q3 		– Sell
-10,292
Closed -$115K – 169
2022
Q2 		$115K Hold
10,292
– – 0.08% 147
2022
Q1 		$174K Sell
10,292
-24
-0.2% -$456 0.09% 162
2021
Q4 		$214K Buy
10,316
+24
+0.2% +$442 0.11% 173
2021
Q3 		$146K Sell
10,292
-1,100
-10% -$15K 0.08% 175
2021
Q2 		$159K Buy
+11,392
New +$151K 0.08% 184

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

TriaGen Wealth Management's F Position: Q3 2022 in Review

TriaGen Wealth Management sold out of Ford (F) in Q3 2022, closing a stake of 10,292 shares — an estimated $115K sold.

TriaGen Wealth Management first reported a position in F in Q2 2021 and held it in 5 quarters. The position peaked at $214K in Q4 2021. 1,623 funds tracked by Wall St. Rank hold F as of Q3 2022.

  • TriaGen Wealth Management reported no remaining Ford position as of Q3 2022 after selling out during the quarter.
  • TriaGen Wealth Management sold 10,292 Ford shares in Q3 2022, an estimated $115K.
  • TriaGen Wealth Management first reported a position in Ford in Q2 2021 and held it in 5 quarters.
  • TriaGen Wealth Management's Ford position peaked at $214K in Q4 2021.
  • 1,623 funds tracked by Wall St. Rank held Ford as of Q3 2022.

Based on TriaGen Wealth Management's 13F filing for Q3 2022, filed 21 Oct 2022.