WR
F icon

WD Rutherford’s Ford F Stock Holding History

WD Rutherford’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
Q3 		– Sell
-13,190
Closed -$200K – 77
2023
Q2 		$200K Hold
13,190
– – 0.13% 80
2023
Q1 		$166K Sell
13,190
-9,128
-41% -$114K 0.12% 76
2022
Q4 		$260K Sell
22,318
-5,135
-19% -$66K 0.2% 65
2022
Q3 		$307K Buy
27,453
+24,890
+971% +$348K 0.25% 61
2022
Q2 		$29K Hold
2,563
– – 0.02% 95
2022
Q1 		$43K Hold
2,563
– – 0.02% 109
2021
Q4 		$53K Hold
2,563
– – 0.03% 105
2021
Q3 		$36K Hold
2,563
– – 0.02% 112
2021
Q2 		$38K Buy
+2,563
New +$34.1K 0.02% 108

Other funds holding F

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return