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BerganKDV Wealth Management’s News Corp Class B NWS Stock Holding History

BerganKDV Wealth Management’s Portfolio NWS Stock Details NWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$434 Hold
22
– – ﹤0.01% 822
2023
Q1 		$384 Hold
22
– – ﹤0.01% 993
2022
Q4 		$406 Buy
+22
New +$388 ﹤0.01% 968

Other funds holding NWS

IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
SL
SOF Ltd George Town, Cayman Islands $279M AUM 6.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ICM
Irenic Capital Management New York $1.54B AUM 12.79% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MC
Metropolis Capital Amersham, United Kingdom $2.96B AUM 16.35% 1-Year Est. Return

BerganKDV Wealth Management's NWS Position: Q2 2023 in Review

BerganKDV Wealth Management held its News Corp Class B (NWS) position steady in Q2 2023 at 22 shares worth $434. The position accounts for ﹤0.01% of the portfolio, ranked #822.

BerganKDV Wealth Management first reported a position in NWS in Q4 2022 and has held it in 3 quarters since. 204 funds tracked by Wall St. Rank hold NWS as of Q2 2023.

  • BerganKDV Wealth Management held 22 shares of News Corp Class B worth $434 as of Q2 2023.
  • BerganKDV Wealth Management left its News Corp Class B share count unchanged in Q2 2023.
  • News Corp Class B made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #822 holding.
  • BerganKDV Wealth Management first reported a position in News Corp Class B in Q4 2022 and has held it in 3 quarters since.
  • 204 funds tracked by Wall St. Rank held News Corp Class B as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.