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WealthSource Partners’s Ford F Stock Holding History

WealthSource 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
2021
Q2 		– Sell
-2,000
Closed -$4K – 478
2021
Q1 		$4K Buy
+2,000
New +$22.9K ﹤0.01% 434

Other funds holding F

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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.