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TrinityPoint Wealth’s Ford F Stock Holding History

TrinityPoint Wealth’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
Q4 		$147K Buy
14,857
+2,765
+23% +$29.5K 0.02% 329
2024
Q3 		$128K Buy
12,092
+786
+7% +$8.99K 0.02% 324
2024
Q2 		$142K Buy
11,306
+169
+2% +$2.09K 0.02% 305
2024
Q1 		$148K Buy
11,137
+76
+0.7% +$921 0.02% 303
2023
Q4 		$135K Sell
11,061
-2,838
-20% -$31.6K 0.02% 292
2023
Q3 		$173K Sell
13,899
-8,227
-37% -$107K 0.03% 279
2023
Q2 		$335K Sell
22,126
-7,717
-26% -$97.6K 0.07% 215
2023
Q1 		$376K Sell
29,843
-3,675
-11% -$46K 0.08% 198
2022
Q4 		$390K Sell
33,518
-3,946
-11% -$50.7K 0.09% 191
2022
Q3 		$420K Sell
37,464
-717
-2% -$10K 0.1% 173
2022
Q2 		$425K Buy
38,181
+69
+0.2% +$945 0.09% 180
2022
Q1 		$644K Buy
38,112
+10,942
+40% +$208K 0.12% 148
2021
Q4 		$564K Sell
27,170
-1,042
-4% -$19.2K 0.1% 173
2021
Q3 		$399K Buy
+28,212
New +$384K 0.08% 207
2021
Q2 		– Sell
-7,220
Closed -$88K – 267
2021
Q1 		$88K Buy
+7,220
New +$82.6K 0.02% 239

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TrinityPoint Wealth's F Position: Q4 2024 in Review

TrinityPoint Wealth increased its Ford (F) stake by 23% in Q4 2024, buying an estimated $29.5K and bringing the position to 14,857 shares worth $147K. The position accounts for 0.02% of the portfolio, ranked #329.

TrinityPoint Wealth first reported a position in F in Q1 2021 and has held it in 15 quarters since. The position peaked at $644K in Q1 2022. 1,681 funds tracked by Wall St. Rank hold F as of Q4 2024.

  • TrinityPoint Wealth held 14,857 shares of Ford worth $147K as of Q4 2024.
  • TrinityPoint Wealth bought 2,765 Ford shares in Q4 2024, an estimated $29.5K.
  • Ford made up 0.02% of TrinityPoint Wealth's portfolio in Q4 2024, its #329 holding.
  • TrinityPoint Wealth first reported a position in Ford in Q1 2021 and has held it in 15 quarters since.
  • TrinityPoint Wealth's Ford position peaked at $644K in Q1 2022.
  • 1,681 funds tracked by Wall St. Rank held Ford as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.