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

BKM 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
2024
Q1 		– Sell
-53
Closed -$1.3K – 428
2023
Q4 		$1.3K Buy
+53
New +$1.15K ﹤0.01% 573

Other funds holding NWSA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
MC
Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return

BKM Wealth Management's NWSA Position: Q1 2024 in Review

BKM Wealth Management sold out of News Corp Class A (NWSA) in Q1 2024, closing a stake of 53 shares — an estimated $1.3K sold.

BKM Wealth Management first reported a position in NWSA in Q4 2023 and held it in 1 quarter. The position peaked at $1.3K in Q4 2023. 462 funds tracked by Wall St. Rank hold NWSA as of Q1 2024.

  • BKM Wealth Management reported no remaining News Corp Class A position as of Q1 2024 after selling out during the quarter.
  • BKM Wealth Management sold 53 News Corp Class A shares in Q1 2024, an estimated $1.3K.
  • BKM Wealth Management first reported a position in News Corp Class A in Q4 2023 and held it in 1 quarter.
  • BKM Wealth Management's News Corp Class A position peaked at $1.3K in Q4 2023.
  • 462 funds tracked by Wall St. Rank held News Corp Class A as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.