Wealth Effects’s Ford F Stock Holding History

Wealth Effects’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
2022 Q4	–	Sell	-10,472	Closed	-$117K	–	194
2022 Q3	$117K	Sell	10,472 -2,442	-19%	-$34.2K	0.07%	170
2022 Q2	$144K	Sell	12,914 -9,280	-42%	-$127K	0.09%	172
2022 Q1	$375K	Buy	22,194 +4,436	+25%	+$84.3K	0.18%	115
2021 Q4	$369K	Buy	+17,758	New	+$327K	0.15%	127

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Wealth Effects's F Position: Q4 2022 in Review

Wealth Effects sold out of Ford (F) in Q4 2022, closing a stake of 10,472 shares — an estimated $117K sold.

Wealth Effects first reported a position in F in Q4 2021 and held it in 4 quarters. The position peaked at $375K in Q1 2022. 1,697 funds tracked by Wall St. Rank hold F as of Q4 2022.

Wealth Effects reported no remaining Ford position as of Q4 2022 after selling out during the quarter.
Wealth Effects sold 10,472 Ford shares in Q4 2022, an estimated $117K.
Wealth Effects first reported a position in Ford in Q4 2021 and held it in 4 quarters.
Wealth Effects's Ford position peaked at $375K in Q1 2022.
1,697 funds tracked by Wall St. Rank held Ford as of Q4 2022.

Based on Wealth Effects's 13F filing for Q4 2022, filed 2 Feb 2023.