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Wetzel Investment Advisors’s Ford F Stock Holding History

Wetzel Investment 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
-4,441
Closed -$59K – 383
2024
Q2 		$59K Sell
4,441
-150
-3% -$1.85K 0.03% 225
2024
Q1 		$55.4K Buy
4,591
+1,300
+40% +$15.8K 0.03% 243
2023
Q4 		$40K Buy
+3,291
New +$36.6K 0.02% 270

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wetzel Investment Advisors's F Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Ford (F) in Q3 2024, closing a stake of 4,441 shares — an estimated $59K sold.

Wetzel Investment Advisors first reported a position in F in Q4 2023 and held it in 3 quarters. The position peaked at $59K in Q2 2024. 1,631 funds tracked by Wall St. Rank hold F as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Ford position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 4,441 Ford shares in Q3 2024, an estimated $59K.
  • Wetzel Investment Advisors first reported a position in Ford in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Ford position peaked at $59K in Q2 2024.
  • 1,631 funds tracked by Wall St. Rank held Ford as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.