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

Axxcess 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
2023
Q4 		– Sell
-7,509
Closed -$234K – 877
2023
Q3 		$234K Hold
7,509
– – 0.01% 675
2023
Q2 		$255K Hold
7,509
– – 0.02% 491
2023
Q1 		$256K Buy
+7,509
New +$254K 0.02% 525

Other funds holding FOXA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Axxcess Wealth Management's FOXA Position: Q4 2023 in Review

Axxcess Wealth Management sold out of Fox Class A (FOXA) in Q4 2023, closing a stake of 7,509 shares — an estimated $234K sold.

Axxcess Wealth Management first reported a position in FOXA in Q1 2023 and held it in 3 quarters. The position peaked at $256K in Q1 2023. 530 funds tracked by Wall St. Rank hold FOXA as of Q4 2023.

  • Axxcess Wealth Management reported no remaining Fox Class A position as of Q4 2023 after selling out during the quarter.
  • Axxcess Wealth Management sold 7,509 Fox Class A shares in Q4 2023, an estimated $234K.
  • Axxcess Wealth Management first reported a position in Fox Class A in Q1 2023 and held it in 3 quarters.
  • Axxcess Wealth Management's Fox Class A position peaked at $256K in Q1 2023.
  • 530 funds tracked by Wall St. Rank held Fox Class A as of Q4 2023.

Based on Axxcess Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.