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YorkBridge Wealth Partners’s Ford F Stock Holding History

YorkBridge Wealth Partners’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
2019
Q3 		– Sell
-1,275
Closed -$13K – 334
2019
Q2 		$13K Sell
1,275
-83
-6% -$818 0.01% 512
2019
Q1 		$12K Buy
1,358
+1
+0.1% +$9 0.01% 544
2018
Q4 		$10K Buy
1,357
+1
+0.1% +$9 0.01% 568
2018
Q3 		$13K Sell
1,356
-243
-15% -$2.43K 0.01% 576
2018
Q2 		$18K Hold
1,599
– – 0.01% 554
2018
Q1 		$18K Sell
1,599
-551
-26% -$6.22K 0.01% 551
2017
Q4 		$22K Sell
2,150
-992
-32% -$12.2K 0.01% 481
2017
Q3 		$38K Sell
3,142
-31
-1% -$350 0.02% 410
2017
Q2 		$37K Sell
3,173
-80
-2% -$893 0.02% 407
2017
Q1 		$36K Buy
3,253
+1,532
+89% +$19K 0.02% 409
2016
Q4 		$21K Buy
+1,721
New +$20.9K 0.01% 467

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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

YorkBridge Wealth Partners's F Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Ford (F) in Q3 2019, closing a stake of 1,275 shares — an estimated $13K sold.

YorkBridge Wealth Partners first reported a position in F in Q4 2016 and held it in 11 quarters. The position peaked at $38K in Q3 2017. 1,105 funds tracked by Wall St. Rank hold F as of Q3 2019.

  • YorkBridge Wealth Partners reported no remaining Ford position as of Q3 2019 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 1,275 Ford shares in Q3 2019, an estimated $13K.
  • YorkBridge Wealth Partners first reported a position in Ford in Q4 2016 and held it in 11 quarters.
  • YorkBridge Wealth Partners's Ford position peaked at $38K in Q3 2017.
  • 1,105 funds tracked by Wall St. Rank held Ford as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.