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WestHill Financial Advisors’s Ford F Stock Holding History

WestHill 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
2023
Q4 		– Sell
-10,450
Closed -$130K – 81
2023
Q3 		$130K Buy
+10,450
New +$136K 0.04% 73
2023
Q1 		– Sell
-12,483
Closed -$145K – 116
2022
Q4 		$145K Buy
+12,483
New +$160K 0.05% 68

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 $3.38T AUM 44.17% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

WestHill Financial Advisors's F Position: Q4 2023 in Review

WestHill Financial Advisors sold out of Ford (F) in Q4 2023, closing a stake of 10,450 shares — an estimated $130K sold.

WestHill Financial Advisors first reported a position in F in Q4 2022 and held it in 2 quarters. The position peaked at $145K in Q4 2022. 1,682 funds tracked by Wall St. Rank hold F as of Q4 2023.

  • WestHill Financial Advisors reported no remaining Ford position as of Q4 2023 after selling out during the quarter.
  • WestHill Financial Advisors sold 10,450 Ford shares in Q4 2023, an estimated $130K.
  • WestHill Financial Advisors first reported a position in Ford in Q4 2022 and held it in 2 quarters.
  • WestHill Financial Advisors's Ford position peaked at $145K in Q4 2022.
  • 1,682 funds tracked by Wall St. Rank held Ford as of Q4 2023.

Based on WestHill Financial Advisors's 13F filing for Q4 2023, filed 31 Jan 2024.