Udine Wealth Management’s Ford F Stock Holding History

Udine 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
2023 Q2	–	Sell	-135,508	Closed	-$1.71M	–	24
2023 Q1	$1.71M	Buy	135,508 +1,528	+1%	+$19.1K	2.64%	7
2022 Q4	$1.56M	Sell	133,980 -444	-0.3%	-$5.7K	1.92%	8
2022 Q3	$1.51M	Buy	134,424 +4,351	+3%	+$60.9K	2.38%	8
2022 Q2	$1.45M	Buy	130,073 +11,235	+9%	+$154K	2.62%	7
2022 Q1	$2.01M	Buy	118,838 +5,740	+5%	+$109K	2.19%	13
2021 Q4	$2.35M	Buy	+113,098	New	+$2.08M	2.43%	11

Other funds holding F

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Udine Wealth Management's F Position: Q2 2023 in Review

Udine Wealth Management sold out of Ford (F) in Q2 2023, closing a stake of 135,508 shares — an estimated $1.71M sold.

Udine Wealth Management first reported a position in F in Q4 2021 and held it in 6 quarters. The position peaked at $2.35M in Q4 2021. 1,648 funds tracked by Wall St. Rank hold F as of Q2 2023.

Udine Wealth Management reported no remaining Ford position as of Q2 2023 after selling out during the quarter.
Udine Wealth Management sold 135,508 Ford shares in Q2 2023, an estimated $1.71M.
Udine Wealth Management first reported a position in Ford in Q4 2021 and held it in 6 quarters.
Udine Wealth Management's Ford position peaked at $2.35M in Q4 2021.
1,648 funds tracked by Wall St. Rank held Ford as of Q2 2023.

Based on Udine Wealth Management's 13F filing for Q2 2023, filed 13 Jul 2023.