VitalStone Financial’s Ford F Stock Holding History

VitalStone Financial’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	$2.1K	Sell	199 -91	-31%	-$1.04K	﹤0.01%	382
2024 Q2	$3.64K	Sell	290 -24	-8%	-$297	﹤0.01%	326
2024 Q1	$4K	Sell	314 -302	-49%	-$3.66K	﹤0.01%	343
2023 Q4	$8K	Sell	616 -375	-38%	-$4.17K	0.01%	292
2023 Q3	$10K	Sell	991 -2,084	-68%	-$27.1K	0.01%	242
2023 Q2	$36K	Buy	3,075 +1,103	+56%	+$14K	0.02%	407
2023 Q1	$41K	Buy	1,972 +530	+37%	+$6.64K	0.03%	113
2022 Q4	$16K	Buy	+1,442	New	+$18.5K	0.01%	296

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VitalStone Financial's F Position: Q3 2024 in Review

VitalStone Financial reduced its Ford (F) stake by 31% in Q3 2024, selling an estimated $1.04K and leaving 199 shares worth $2.1K. The position accounts for ﹤0.01% of the portfolio, ranked #382.

VitalStone Financial first reported a position in F in Q4 2022 and has held it in 8 quarters since. The position peaked at $41K in Q1 2023. 1,628 funds tracked by Wall St. Rank hold F as of Q3 2024.

VitalStone Financial held 199 shares of Ford worth $2.1K as of Q3 2024.
VitalStone Financial sold 91 Ford shares in Q3 2024, an estimated $1.04K.
Ford made up ﹤0.01% of VitalStone Financial's portfolio in Q3 2024, its #382 holding.
VitalStone Financial first reported a position in Ford in Q4 2022 and has held it in 8 quarters since.
VitalStone Financial's Ford position peaked at $41K in Q1 2023.
1,628 funds tracked by Wall St. Rank held Ford as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.