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Wealthspire Advisors (Maryland)’s Ford F Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$267K Buy
40,044
+3,864
+11% +$26.2K 0.01% 367
2020
Q2 		$220K Buy
36,180
+2,467
+7% +$13.7K 0.02% 401
2020
Q1 		$163K Sell
33,713
-4,335
-11% -$32.5K 0.01% 403
2019
Q4 		$354K Sell
38,048
-12,396
-25% -$111K 0.02% 338
2019
Q3 		$462K Buy
50,444
+12,184
+32% +$116K 0.03% 270
2019
Q2 		$391K Sell
38,260
-4,068
-10% -$40.1K 0.03% 297
2019
Q1 		$372K Buy
42,328
+2,274
+6% +$19.5K 0.03% 306
2018
Q4 		$306K Buy
40,054
+17,881
+81% +$159K 0.03% 319
2018
Q3 		$205K Sell
22,173
-1,999
-8% -$20K 0.02% 449
2018
Q2 		$268K Buy
24,172
+1,539
+7% +$17.6K 0.02% 390
2018
Q1 		$251K Sell
22,633
-1,841
-8% -$20.8K 0.02% 402
2017
Q4 		$306K Sell
24,474
-2,688
-10% -$33.1K 0.03% 364
2017
Q3 		$325K Buy
27,162
+2,844
+12% +$32.1K 0.04% 343
2017
Q2 		$272K Buy
24,318
+691
+3% +$7.72K 0.03% 362
2017
Q1 		$275K Sell
23,627
-266
-1% -$3.31K 0.04% 306
2016
Q4 		$290K Sell
23,893
-4,157
-15% -$50.4K 0.04% 283
2016
Q3 		$339K Sell
28,050
-435
-2% -$5.49K 0.05% 241
2016
Q2 		$358K Buy
28,485
+3,139
+12% +$41.4K 0.06% 218
2016
Q1 		$342K Sell
25,346
-938
-4% -$11.8K 0.06% 221
2015
Q4 		$370K Buy
+26,284
New +$381K 0.07% 209

Other funds holding F

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Wealthspire Advisors (Maryland)'s F Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its Ford (F) stake by 11% in Q3 2020, buying an estimated $26.2K and bringing the position to 40,044 shares worth $267K. The position accounts for 0.01% of the portfolio, ranked #367.

Wealthspire Advisors (Maryland) first reported a position in F in Q4 2015 and has held it in 20 quarters since. The position peaked at $462K in Q3 2019. 1,090 funds tracked by Wall St. Rank hold F as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 40,044 shares of Ford worth $267K as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 3,864 Ford shares in Q3 2020, an estimated $26.2K.
  • Ford made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #367 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Ford in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s Ford position peaked at $462K in Q3 2019.
  • 1,090 funds tracked by Wall St. Rank held Ford as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.