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Avantax Planning Partners’s News Corp Class B NWS Stock Holding History

Avantax Planning Partners’s Portfolio NWS Stock Details NWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-112
Closed -$2K – 906
2018
Q3 		$2K Buy
+112
New +$1.61K ﹤0.01% 1351
2018
Q2 		– Sell
-112
Closed -$2K – 1064
2018
Q1 		$2K Buy
+112
New +$1.88K ﹤0.01% 1613

Other funds holding NWS

SL
SOF Ltd George Town, Cayman Islands $279M AUM 6.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IVA
International Value Advisers $615M AUM 6.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Avantax Planning Partners's NWS Position: Q4 2018 in Review

Avantax Planning Partners sold out of News Corp Class B (NWS) in Q4 2018, closing a stake of 112 shares — an estimated $2K sold.

Avantax Planning Partners first reported a position in NWS in Q1 2018 and held it in 2 quarters. The position peaked at $2K in Q3 2018. 196 funds tracked by Wall St. Rank hold NWS as of Q4 2018.

  • Avantax Planning Partners reported no remaining News Corp Class B position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 112 News Corp Class B shares in Q4 2018, an estimated $2K.
  • Avantax Planning Partners first reported a position in News Corp Class B in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's News Corp Class B position peaked at $2K in Q3 2018.
  • 196 funds tracked by Wall St. Rank held News Corp Class B as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.