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Avantax Planning Partners’s News Corp Class A NWSA Stock Holding History

Avantax Planning Partners’s Portfolio NWSA Stock Details NWSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-214
Closed -$3K – 1065
2018
Q1 		$3K Buy
+214
New +$3.52K ﹤0.01% 1527

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IVA
International Value Advisers $615M AUM 6.37% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Avantax Planning Partners's NWSA Position: Q2 2018 in Review

Avantax Planning Partners sold out of News Corp Class A (NWSA) in Q2 2018, closing a stake of 214 shares — an estimated $3K sold.

Avantax Planning Partners first reported a position in NWSA in Q1 2018 and held it in 1 quarter. The position peaked at $3K in Q1 2018. 399 funds tracked by Wall St. Rank hold NWSA as of Q2 2018.

  • Avantax Planning Partners reported no remaining News Corp Class A position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 214 News Corp Class A shares in Q2 2018, an estimated $3K.
  • Avantax Planning Partners first reported a position in News Corp Class A in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's News Corp Class A position peaked at $3K in Q1 2018.
  • 399 funds tracked by Wall St. Rank held News Corp Class A as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.