44 Wealth Management’s Fox Class A FOXA Stock Holding History

44 Wealth Management’s Portfolio FOXA Stock Details FOXA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-10,528	Closed	-$511K	–	194
2024 Q4	$511K	Sell	10,528 -640	-6%	-$28.8K	0.2%	129
2024 Q3	$467K	Buy	+11,168	New	+$434K	0.16%	138
2023 Q2	$463K	Sell	13,619 -166	-1%	-$5.43K	0.16%	110
2023 Q1	$469K	Buy	13,785 +409	+3%	+$13.8K	0.16%	112
2022 Q4	$406K	Sell	13,376 -658	-5%	-$20.1K	0.14%	121
2022 Q3	$431K	Sell	14,034 -99	-0.7%	-$3.35K	0.18%	109
2022 Q2	$455K	Buy	14,133 +218	+2%	+$7.67K	0.18%	110
2022 Q1	$549K	Sell	13,915 -196	-1%	-$7.95K	0.2%	108
2021 Q4	$521K	Sell	14,111 -522	-4%	-$20.6K	0.18%	106
2021 Q3	$587K	Sell	14,633 -94	-0.6%	-$3.46K	0.22%	95
2021 Q2	$547K	Sell	14,727 -111	-0.7%	-$4.17K	0.21%	104
2021 Q1	$536K	Buy	14,838 +5,016	+51%	+$176K	0.22%	98
2020 Q4	$286K	Buy	+9,822	New	+$274K	0.13%	125

Other funds holding FOXA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return