West Financial Advisors’s Ford F Stock Holding History

West Financial Advisors’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
2024 Q3	–	Sell	-728	Closed	-$9.13K	–	190
2024 Q2	$9.13K	Hold	728	–	–	﹤0.01%	123
2024 Q1	$9.67K	Buy	+728	New	+$8.82K	﹤0.01%	120

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

West Financial Advisors's F Position: Q3 2024 in Review

West Financial Advisors sold out of Ford (F) in Q3 2024, closing a stake of 728 shares — an estimated $9.13K sold.

West Financial Advisors first reported a position in F in Q1 2024 and held it in 2 quarters. The position peaked at $9.67K in Q1 2024. 1,627 funds tracked by Wall St. Rank hold F as of Q3 2024.

West Financial Advisors reported no remaining Ford position as of Q3 2024 after selling out during the quarter.
West Financial Advisors sold 728 Ford shares in Q3 2024, an estimated $9.13K.
West Financial Advisors first reported a position in Ford in Q1 2024 and held it in 2 quarters.
West Financial Advisors's Ford position peaked at $9.67K in Q1 2024.
1,627 funds tracked by Wall St. Rank held Ford as of Q3 2024.

Based on West Financial Advisors's 13F filing for Q3 2024, filed 8 Oct 2024.