Aevitas Wealth Management’s Twenty-First Century Fox, Inc. Class B TFCF Stock Holding History

Aevitas Wealth Management’s Portfolio TFCF Stock Details TFCF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-1,449	Closed	-$69K	–	415
2018 Q4	$69K	Sell	1,449 -496	-26%	-$23.3K	0.07%	151
2018 Q3	$89K	Hold	1,945	–	–	0.08%	150
2018 Q2	$96K	Buy	1,945 +5	+0.3%	+$195	0.09%	139
2018 Q1	$71K	Sell	1,940 -1,279	-40%	-$46.6K	0.07%	156
2017 Q4	$110K	Buy	+3,219	New	+$94K	0.1%	131

Other funds holding TFCF

Athos Capital Hong Kong $324M AUM 16.62% 1-Year Est. Return

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

CWM

CIBC World Markets New York $20.8B AUM

IAT Reinsurance New York $310M AUM 13.37% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

HRC

Hoertkorn Richard Charles $149M AUM 77.22% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

RFA

Reilly Financial Advisors La Mesa, California $1.35B AUM 22.65% 1-Year Est. Return

Aevitas Wealth Management's TFCF Position: Q1 2019 in Review

Aevitas Wealth Management sold out of Twenty-First Century Fox, Inc. Class B (TFCF) in Q1 2019, closing a stake of 1,449 shares — an estimated $69K sold.

Aevitas Wealth Management first reported a position in TFCF in Q4 2017 and held it in 5 quarters. The position peaked at $110K in Q4 2017. 9 funds tracked by Wall St. Rank hold TFCF as of Q1 2019.

Aevitas Wealth Management reported no remaining Twenty-First Century Fox, Inc. Class B position as of Q1 2019 after selling out during the quarter.
Aevitas Wealth Management sold 1,449 Twenty-First Century Fox, Inc. Class B shares in Q1 2019, an estimated $69K.
Aevitas Wealth Management first reported a position in Twenty-First Century Fox, Inc. Class B in Q4 2017 and held it in 5 quarters.
Aevitas Wealth Management's Twenty-First Century Fox, Inc. Class B position peaked at $110K in Q4 2017.
9 funds tracked by Wall St. Rank held Twenty-First Century Fox, Inc. Class B as of Q1 2019.

Based on Aevitas Wealth Management's 13F filing for Q1 2019, filed 9 May 2019.