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

BerganKDV 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
2021
Q3 		– Sell
-20
Closed -$1K – 1056
2021
Q2 		$1K Hold
20
– – ﹤0.01% 908
2021
Q1 		$1K Hold
20
– – ﹤0.01% 852
2020
Q4 		$1K Hold
20
– – ﹤0.01% 853
2020
Q3 		$1K Hold
20
– – ﹤0.01% 799
2020
Q2 		$1K Sell
20
-37
-65% -$999 ﹤0.01% 854
2020
Q1 		$1K Buy
57
+20
+54% +$658 ﹤0.01% 822
2019
Q4 		$1K Buy
+37
New +$1.27K ﹤0.01% 846

Other funds holding FOXA

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
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
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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BerganKDV Wealth Management's FOXA Position: Q3 2021 in Review

BerganKDV Wealth Management sold out of Fox Class A (FOXA) in Q3 2021, closing a stake of 20 shares — an estimated $1K sold.

BerganKDV Wealth Management first reported a position in FOXA in Q4 2019 and held it in 7 quarters. The position peaked at $1K in Q2 2021. 507 funds tracked by Wall St. Rank hold FOXA as of Q3 2021.

  • BerganKDV Wealth Management reported no remaining Fox Class A position as of Q3 2021 after selling out during the quarter.
  • BerganKDV Wealth Management sold 20 Fox Class A shares in Q3 2021, an estimated $1K.
  • BerganKDV Wealth Management first reported a position in Fox Class A in Q4 2019 and held it in 7 quarters.
  • BerganKDV Wealth Management's Fox Class A position peaked at $1K in Q2 2021.
  • 507 funds tracked by Wall St. Rank held Fox Class A as of Q3 2021.

Based on BerganKDV Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.