Beacon Investment Advisory Services’s News Corp Class A NWSA Stock Holding History

Beacon Investment Advisory Services’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
2022 Q4	–	Sell	-14,477	Closed	-$219K	–	287
2022 Q3	$219K	Sell	14,477 -16	-0.1%	-$268	0.01%	260
2022 Q2	$226K	Sell	14,493 -29	-0.2%	-$533	0.01%	264
2022 Q1	$322K	Buy	14,522 +1	+0%	+$22	0.01%	246
2021 Q4	$324K	Sell	14,521 -1	-0%	-$23	0.01%	252
2021 Q3	$342K	Buy	14,522 +281	+2%	+$6.65K	0.01%	244
2021 Q2	$367K	Buy	14,241 +3	+0%	+$79	0.01%	244
2021 Q1	$362K	Hold	14,238	–	–	0.02%	236
2020 Q4	$256K	Hold	14,238	–	–	0.01%	247
2020 Q3	$200K	Hold	14,238	–	–	0.01%	244
2020 Q2	$169K	Buy	14,238 +2,712	+24%	+$29K	0.01%	236
2020 Q1	$103K	Buy	+11,526	New	+$145K	0.01%	226

Other funds holding NWSA

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

YAM

Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Beacon Investment Advisory Services's NWSA Position: Q4 2022 in Review

Beacon Investment Advisory Services sold out of News Corp Class A (NWSA) in Q4 2022, closing a stake of 14,477 shares — an estimated $219K sold.

Beacon Investment Advisory Services first reported a position in NWSA in Q1 2020 and held it in 11 quarters. The position peaked at $367K in Q2 2021. 415 funds tracked by Wall St. Rank hold NWSA as of Q4 2022.

Beacon Investment Advisory Services reported no remaining News Corp Class A position as of Q4 2022 after selling out during the quarter.
Beacon Investment Advisory Services sold 14,477 News Corp Class A shares in Q4 2022, an estimated $219K.
Beacon Investment Advisory Services first reported a position in News Corp Class A in Q1 2020 and held it in 11 quarters.
Beacon Investment Advisory Services's News Corp Class A position peaked at $367K in Q2 2021.
415 funds tracked by Wall St. Rank held News Corp Class A as of Q4 2022.

Based on Beacon Investment Advisory Services's 13F filing for Q4 2022, filed 13 Jan 2023.