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Baker Tilly Wealth Management’s Fox Class A FOXA Stock Holding History

Baker Tilly 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
2024
Q2 		– Sell
-17,677
Closed -$553K – 331
2024
Q1 		$553K Buy
17,677
+43
+0.2% +$1.31K 0.1% 227
2023
Q4 		$523K Sell
17,634
-2,668
-13% -$80.7K 0.09% 266
2023
Q3 		$633K Sell
20,302
-1,383
-6% -$45.4K 0.1% 202
2023
Q2 		$737K Buy
21,685
+1,768
+9% +$57.8K 0.08% 259
2023
Q1 		$678K Buy
19,917
+3,516
+21% +$119K 0.08% 271
2022
Q4 		$498K Sell
16,401
-961
-6% -$29.3K 0.06% 326
2022
Q3 		$533K Buy
17,362
+1,597
+10% +$54.1K 0.07% 278
2022
Q2 		$507K Buy
15,765
+164
+1% +$5.77K 0.07% 300
2022
Q1 		$615K Buy
15,601
+1,464
+10% +$59.4K 0.07% 287
2021
Q4 		$522K Buy
14,137
+128
+0.9% +$5.04K 0.06% 337
2021
Q3 		$562K Buy
14,009
+1,005
+8% +$37K 0.07% 286
2021
Q2 		$483K Buy
13,004
+615
+5% +$23.1K 0.08% 283
2021
Q1 		$447K Sell
12,389
-2,304
-16% -$80.6K 0.09% 264
2020
Q4 		$428K Buy
+14,693
New +$410K 0.13% 172

Other funds holding FOXA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 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 $3.37T AUM 44.26% 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
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
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Baker Tilly Wealth Management's FOXA Position: Q2 2024 in Review

Baker Tilly Wealth Management sold out of Fox Class A (FOXA) in Q2 2024, closing a stake of 17,677 shares — an estimated $553K sold.

Baker Tilly Wealth Management first reported a position in FOXA in Q4 2020 and held it in 14 quarters. The position peaked at $737K in Q2 2023. 512 funds tracked by Wall St. Rank hold FOXA as of Q2 2024.

  • Baker Tilly Wealth Management reported no remaining Fox Class A position as of Q2 2024 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 17,677 Fox Class A shares in Q2 2024, an estimated $553K.
  • Baker Tilly Wealth Management first reported a position in Fox Class A in Q4 2020 and held it in 14 quarters.
  • Baker Tilly Wealth Management's Fox Class A position peaked at $737K in Q2 2023.
  • 512 funds tracked by Wall St. Rank held Fox Class A as of Q2 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2024, filed 18 Jul 2024.