WealthSource Partners’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $174K | Sell |
14,297
-222
| -2% | -$2.47K | 0.01% | 483 |
|
|
2023
Q3 | $180K | Sell |
14,519
-1,588
| -10% | -$20.6K | 0.01% | 471 |
|
|
2023
Q2 | $244K | Sell |
16,107
-1,888
| -10% | -$23.9K | 0.02% | 449 |
|
|
2023
Q1 | $227K | Sell |
17,995
-761
| -4% | -$9.53K | 0.02% | 456 |
|
|
2022
Q4 | $218K | Sell |
18,756
-2,766
| -13% | -$35.5K | 0.02% | 456 |
|
|
2022
Q3 | $241K | Buy |
21,522
+338
| +2% | +$4.73K | 0.02% | 426 |
|
|
2022
Q2 | $236K | Sell |
21,184
-25,910
| -55% | -$355K | 0.02% | 450 |
|
|
2022
Q1 | $796K | Buy |
47,094
+29,877
| +174% | +$568K | 0.05% | 253 |
|
|
2021
Q4 | $358K | Buy |
17,217
+1,021
| +6% | +$18.8K | 0.03% | 384 |
|
|
2021
Q3 | $229K | Buy |
16,196
+442
| +3% | +$6.01K | 0.02% | 455 |
|
|
2021
Q2 | $234K | Buy |
15,754
+1,036
| +7% | +$13.8K | 0.02% | 413 |
|
|
2021
Q1 | $180K | Sell |
14,718
-1,459
| -9% | -$16.7K | 0.02% | 418 |
|
|
2020
Q4 | $142K | Sell |
16,177
-8,800
| -35% | -$73.7K | 0.02% | 368 |
|
|
2020
Q3 | $166K | Sell |
24,977
-3,845
| -13% | -$26K | 0.02% | 341 |
|
|
2020
Q2 | $175K | Sell |
28,822
-39,234
| -58% | -$217K | 0.03% | 319 |
|
|
2020
Q1 | $329K | Buy |
68,056
+55,247
| +431% | +$414K | 0.05% | 222 |
|
|
2019
Q4 | $119K | Sell |
12,809
-12,723
| -50% | -$114K | 0.02% | 407 |
|
|
2019
Q3 | $234K | Buy |
25,532
+3,354
| +15% | +$31.9K | 0.04% | 371 |
|
|
2019
Q2 | $227K | Sell |
22,178
-19,436
| -47% | -$192K | 0.04% | 395 |
|
|
2019
Q1 | $365K | Sell |
41,614
-8,907
| -18% | -$76.5K | 0.08% | 223 |
|
|
2018
Q4 | $386K | Buy |
50,521
+23,564
| +87% | +$210K | 0.11% | 182 |
|
|
2018
Q3 | $249K | Buy |
26,957
+16,647
| +161% | +$166K | 0.07% | 251 |
|
|
2018
Q2 | $114K | Sell |
10,310
-3,518
| -25% | -$40.3K | 0.03% | 295 |
|
|
2018
Q1 | $153K | Buy |
13,828
+1,105
| +9% | +$12.5K | 0.05% | 272 |
|
|
2017
Q4 | $159K | Sell |
12,723
-1,019
| -7% | -$12.5K | 0.05% | 291 |
|
|
2017
Q3 | $164K | Sell |
13,742
-2,535
| -16% | -$28.6K | 0.05% | 280 |
|
|
2017
Q2 | $182K | Sell |
16,277
-20,801
| -56% | -$232K | 0.06% | 270 |
|
|
2017
Q1 | $432K | Buy |
37,078
+2,528
| +7% | +$31.4K | 0.16% | 140 |
|
|
2016
Q4 | $419K | Buy |
34,550
+503
| +1% | +$6.1K | 0.18% | 119 |
|
|
2016
Q3 | $411K | Sell |
34,047
-1,242
| -4% | -$15.7K | 0.15% | 141 |
|
|
2016
Q2 | $444K | Sell |
35,289
-469
| -1% | -$6.18K | 0.17% | 127 |
|
|
2016
Q1 | $483K | Buy |
+35,758
| New | +$450K | 0.2% | 103 |
|
Other funds holding F
WealthSource Partners's F Position: Q4 2023 in Review
WealthSource Partners reduced its Ford (F) stake by 1.5% in Q4 2023, selling an estimated $2.47K and leaving 14,297 shares worth $174K. The position accounts for 0.01% of the portfolio, ranked #483.
WealthSource Partners first reported a position in F in Q1 2016 and has held it in 32 quarters since. The position peaked at $796K in Q1 2022. 1,682 funds tracked by Wall St. Rank hold F as of Q4 2023.
- WealthSource Partners held 14,297 shares of Ford worth $174K as of Q4 2023.
- WealthSource Partners sold 222 Ford shares in Q4 2023, an estimated $2.47K.
- Ford made up 0.01% of WealthSource Partners's portfolio in Q4 2023, its #483 holding.
- WealthSource Partners first reported a position in Ford in Q1 2016 and has held it in 32 quarters since.
- WealthSource Partners's Ford position peaked at $796K in Q1 2022.
- 1,682 funds tracked by Wall St. Rank held Ford as of Q4 2023.
Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.