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

Avior 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	-28	Closed	-$1.36K	–	1311
2024 Q4	$1.36K	Hold	28	–	–	﹤0.01%	2170
2024 Q3	$1.19K	Buy	28 +7	+33%	+$272	﹤0.01%	2059
2024 Q2	$721	Sell	21 -6,887	-100%	-$225K	﹤0.01%	2070
2024 Q1	$216K	Buy	6,908 +343	+5%	+$10.4K	0.01%	690
2023 Q4	$195K	Hold	6,565	–	–	0.01%	525
2023 Q3	$205K	Hold	6,565	–	–	0.01%	524
2023 Q2	$223K	Sell	6,565 -1,331	-17%	-$43.5K	0.01%	507
2023 Q1	$269K	Hold	7,896	–	–	0.02%	471
2022 Q4	$240K	Hold	7,896	–	–	0.02%	438
2022 Q3	$241K	Hold	7,896	–	–	0.02%	423
2022 Q2	$253K	Buy	7,896 +2,317	+42%	+$81.5K	0.03%	384
2022 Q1	$219K	Hold	5,579	–	–	0.02%	422
2021 Q4	$205K	Hold	5,579	–	–	0.02%	427
2021 Q3	$222K	Sell	5,579 -341	-6%	-$12.6K	0.02%	409
2021 Q2	$219K	Hold	5,920	–	–	0.02%	394
2021 Q1	$213K	Buy	5,920 +5,824	+6,067%	+$204K	0.02%	392
2020 Q4	$2K	Hold	96	–	–	﹤0.01%	873
2020 Q3	$2K	Hold	96	–	–	﹤0.01%	823
2020 Q2	$2K	Hold	96	–	–	﹤0.01%	795
2020 Q1	$2K	Hold	96	–	–	﹤0.01%	680
2019 Q4	$3K	Hold	96	–	–	﹤0.01%	689
2019 Q3	$3K	Hold	96	–	–	﹤0.01%	653
2019 Q2	$4K	Buy	+96	New	+$3.53K	﹤0.01%	669

Other funds holding FOXA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Avior Wealth Management's FOXA Position: Q1 2025 in Review

Avior Wealth Management sold out of Fox Class A (FOXA) in Q1 2025, closing a stake of 28 shares — an estimated $1.36K sold.

Avior Wealth Management first reported a position in FOXA in Q2 2019 and held it in 23 quarters. The position peaked at $269K in Q1 2023. 679 funds tracked by Wall St. Rank hold FOXA as of Q1 2025.

Avior Wealth Management reported no remaining Fox Class A position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 28 Fox Class A shares in Q1 2025, an estimated $1.36K.
Avior Wealth Management first reported a position in Fox Class A in Q2 2019 and held it in 23 quarters.
Avior Wealth Management's Fox Class A position peaked at $269K in Q1 2023.
679 funds tracked by Wall St. Rank held Fox Class A as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.