Wells Trecaso Financial Group’s Ford F Stock Holding History

Wells Trecaso Financial Group’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 Q1	–	Sell	-1,000	Closed	-$4K	–	96
2021 Q4	$4K	Buy	+1,000	New	+$18.4K	﹤0.01%	94

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wells Trecaso Financial Group's F Position: Q1 2024 in Review

Wells Trecaso Financial Group sold out of Ford (F) in Q1 2024, closing a stake of 13,547 shares — an estimated $165K sold.

Wells Trecaso Financial Group first reported a position in F in Q3 2020 and held it in 5 quarters. The position peaked at $249K in Q4 2021. 1,683 funds tracked by Wall St. Rank hold F as of Q1 2024.

Wells Trecaso Financial Group reported no remaining Ford position as of Q1 2024 after selling out during the quarter.
Wells Trecaso Financial Group sold 13,547 Ford shares in Q1 2024, an estimated $165K.
Wells Trecaso Financial Group first reported a position in Ford in Q3 2020 and held it in 5 quarters.
Wells Trecaso Financial Group's Ford position peaked at $249K in Q4 2021.
1,683 funds tracked by Wall St. Rank held Ford as of Q1 2024.

Based on Wells Trecaso Financial Group's 13F filing for Q1 2024, filed 24 Apr 2024.