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ViaWealth’s Ford F Stock Holding History

ViaWealth’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
Q3 		– Sell
-11,404
Closed -$143K – 153
2024
Q2 		$143K Sell
11,404
-1,016
-8% -$12.6K 0.09% 149
2024
Q1 		$165K Sell
12,420
-9,830
-44% -$119K 0.1% 151
2023
Q4 		$271K Sell
22,250
-11,188
-33% -$125K 0.19% 135
2023
Q3 		$415K Sell
33,438
-3,364
-9% -$43.7K 0.31% 105
2023
Q2 		$557K Sell
36,802
-536
-1% -$6.78K 0.42% 80
2023
Q1 		$470K Buy
37,338
+4,624
+14% +$57.9K 0.37% 94
2022
Q4 		$415K Buy
+32,714
New +$420K 0.34% 107

Other funds holding F

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

ViaWealth's F Position: Q3 2024 in Review

ViaWealth sold out of Ford (F) in Q3 2024, closing a stake of 11,404 shares — an estimated $143K sold.

ViaWealth first reported a position in F in Q4 2022 and held it in 7 quarters. The position peaked at $557K in Q2 2023. 1,630 funds tracked by Wall St. Rank hold F as of Q3 2024.

  • ViaWealth reported no remaining Ford position as of Q3 2024 after selling out during the quarter.
  • ViaWealth sold 11,404 Ford shares in Q3 2024, an estimated $143K.
  • ViaWealth first reported a position in Ford in Q4 2022 and held it in 7 quarters.
  • ViaWealth's Ford position peaked at $557K in Q2 2023.
  • 1,630 funds tracked by Wall St. Rank held Ford as of Q3 2024.

Based on ViaWealth's 13F filing for Q3 2024, filed 13 Nov 2024.