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Westover Capital Advisors’s Ford F Stock Holding History

Westover Capital 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
Q2 		– Sell
-25,752
Closed -$324K – 180
2023
Q1 		$324K Hold
25,752
– – 0.12% 125
2022
Q4 		$299K Sell
25,752
-382
-1% -$4.91K 0.12% 120
2022
Q3 		$293K Buy
26,134
+6,700
+34% +$93.8K 0.11% 120
2022
Q2 		$216K Buy
+19,434
New +$266K 0.08% 156
2017
Q2 		– Sell
-25,787
Closed -$300K – 111
2017
Q1 		$300K Buy
+25,787
New +$320K 0.2% 85
2016
Q4 		– Sell
-16,521
Closed -$199K – 100
2016
Q3 		$199K Sell
16,521
-139,655
-89% -$1.76M 0.15% 89
2016
Q2 		$1.96M Sell
156,176
-4,397
-3% -$58K 1.61% 23
2016
Q1 		$2.17M Sell
160,573
-16,157
-9% -$203K 1.83% 19
2015
Q4 		$2.49M Sell
176,730
-10,810
-6% -$157K 2.07% 16
2015
Q3 		$2.54M Sell
187,540
-2,310
-1% -$33K 2.19% 16
2015
Q2 		$2.85M Sell
189,850
-2,975
-2% -$46.1K 2.27% 15
2015
Q1 		$3.11M Buy
192,825
+4,855
+3% +$76.6K 2.51% 12
2014
Q4 		$2.91M Buy
187,970
+26,772
+17% +$395K 2.5% 11
2014
Q3 		$2.38M Buy
161,198
+7,237
+5% +$124K 1.94% 18
2014
Q2 		$2.65M Buy
153,961
+4,651
+3% +$75.7K 2.24% 16
2014
Q1 		$2.33M Buy
149,310
+20,305
+16% +$314K 2.17% 15
2013
Q4 		$1.99M Sell
129,005
-697
-0.5% -$11.7K 1.9% 24
2013
Q3 		$2.19M Sell
129,702
-22,366
-15% -$378K 2.27% 15
2013
Q2 		$2.35M Buy
+152,068
New +$2.18M 2.31% 18

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Westover Capital Advisors's F Position: Q2 2023 in Review

Westover Capital Advisors sold out of Ford (F) in Q2 2023, closing a stake of 25,752 shares — an estimated $324K sold.

Westover Capital Advisors first reported a position in F in Q2 2013 and held it in 19 quarters. The position peaked at $3.11M in Q1 2015. 1,648 funds tracked by Wall St. Rank hold F as of Q2 2023.

  • Westover Capital Advisors reported no remaining Ford position as of Q2 2023 after selling out during the quarter.
  • Westover Capital Advisors sold 25,752 Ford shares in Q2 2023, an estimated $324K.
  • Westover Capital Advisors first reported a position in Ford in Q2 2013 and held it in 19 quarters.
  • Westover Capital Advisors's Ford position peaked at $3.11M in Q1 2015.
  • 1,648 funds tracked by Wall St. Rank held Ford as of Q2 2023.

Based on Westover Capital Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.