WWP
F icon

WR Wealth Planners’s Ford F Stock Holding History

WR Wealth Planners’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
Q4 		$6.99K Sell
706
-1,059
-60% -$11.3K ﹤0.01% 638
2024
Q3 		$18.6K Sell
1,765
-570
-24% -$6.52K 0.01% 502
2024
Q2 		$29.3K Sell
2,335
-231
-9% -$2.86K 0.01% 396
2024
Q1 		$34.1K Buy
+2,566
New +$31.1K 0.01% 379
2023
Q4 		– Sell
-2,115
Closed -$26.3K – 410
2023
Q3 		$26.3K Sell
2,115
-236
-10% -$3.06K 0.01% 394
2023
Q2 		$35.6K Buy
2,351
+132
+6% +$1.67K 0.01% 363
2023
Q1 		$28K Buy
2,219
+860
+63% +$10.8K 0.01% 385
2022
Q4 		$15.8K Hold
1,359
– – 0.01% 230
2022
Q3 		$15.2K Buy
1,359
+23
+2% +$322 0.01% 225
2022
Q2 		$14.9K Buy
1,336
+36
+3% +$493 0.01% 251
2022
Q1 		$22K Buy
+1,300
New +$24.7K 0.01% 223

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WR Wealth Planners's F Position: Q4 2024 in Review

WR Wealth Planners reduced its Ford (F) stake by 60% in Q4 2024, selling an estimated $11.3K and leaving 706 shares worth $6.99K. The position accounts for ﹤0.01% of the portfolio, ranked #638.

WR Wealth Planners first reported a position in F in Q1 2022 and has held it in 11 quarters since. The position peaked at $35.6K in Q2 2023. 1,682 funds tracked by Wall St. Rank hold F as of Q4 2024.

  • WR Wealth Planners held 706 shares of Ford worth $6.99K as of Q4 2024.
  • WR Wealth Planners sold 1,059 Ford shares in Q4 2024, an estimated $11.3K.
  • Ford made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #638 holding.
  • WR Wealth Planners first reported a position in Ford in Q1 2022 and has held it in 11 quarters since.
  • WR Wealth Planners's Ford position peaked at $35.6K in Q2 2023.
  • 1,682 funds tracked by Wall St. Rank held Ford as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.