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Wealth Management Partners’s Ford F Stock Holding History

Wealth Management Partners’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
2025
Q2 		– Sell
-12,200
Closed -$122K – 138
2025
Q1 		$122K Sell
12,200
-2,200
-15% -$21.5K 0.06% 113
2024
Q4 		$143K Sell
14,400
-300
-2% -$3.2K 0.06% 112
2024
Q3 		$155K Sell
14,700
-431
-3% -$4.93K 0.07% 111
2024
Q2 		$190K Sell
15,131
-280
-2% -$3.46K 0.09% 107
2024
Q1 		$205K Sell
15,411
-1,200
-7% -$14.5K 0.1% 113
2023
Q4 		$202K Hold
16,611
– – 0.11% 114
2023
Q3 		$206K Buy
16,611
+1,601
+11% +$20.8K 0.13% 112
2023
Q2 		$227K Sell
15,010
-500
-3% -$6.33K 0.14% 105
2023
Q1 		$195K Buy
15,510
+1,510
+11% +$18.9K 0.14% 110
2022
Q4 		$161K Buy
14,000
+3,000
+27% +$38.5K 0.13% 97
2022
Q3 		$135K Buy
+11,000
New +$154K 0.12% 92

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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return