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BerganKDV Wealth Management’s News Corp Class A NWSA Stock Holding History

BerganKDV Wealth Management’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
2021
Q1 		– Sell
-70
Closed -$1K – 976
2020
Q4 		$1K Hold
70
– – ﹤0.01% 884
2020
Q3 		$1K Sell
70
-798
-92% -$11.1K ﹤0.01% 839
2020
Q2 		$10K Buy
868
+798
+1,140% +$8.53K ﹤0.01% 542
2020
Q1 		$1K Buy
+70
New +$883 ﹤0.01% 857

Other funds holding NWSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BerganKDV Wealth Management's NWSA Position: Q1 2021 in Review

BerganKDV Wealth Management sold out of News Corp Class A (NWSA) in Q1 2021, closing a stake of 70 shares — an estimated $1K sold.

BerganKDV Wealth Management first reported a position in NWSA in Q1 2020 and held it in 4 quarters. The position peaked at $10K in Q2 2020. 414 funds tracked by Wall St. Rank hold NWSA as of Q1 2021.

  • BerganKDV Wealth Management reported no remaining News Corp Class A position as of Q1 2021 after selling out during the quarter.
  • BerganKDV Wealth Management sold 70 News Corp Class A shares in Q1 2021, an estimated $1K.
  • BerganKDV Wealth Management first reported a position in News Corp Class A in Q1 2020 and held it in 4 quarters.
  • BerganKDV Wealth Management's News Corp Class A position peaked at $10K in Q2 2020.
  • 414 funds tracked by Wall St. Rank held News Corp Class A as of Q1 2021.

Based on BerganKDV Wealth Management's 13F filing for Q1 2021, filed 11 May 2021.