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BSW Wealth Partners’s New York Times NYT Stock Holding History

BSW Wealth Partners’s Portfolio NYT Stock Details NYT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-10,847
Closed -$312K – 323
2022
Q3 		$312K Buy
10,847
+392
+4% +$12K 0.08% 173
2022
Q2 		$292K Buy
10,455
+1,143
+12% +$41.3K 0.07% 196
2022
Q1 		$427K Buy
9,312
+1,119
+14% +$48.5K 0.11% 145
2021
Q4 		$396K Buy
8,193
+737
+10% +$36.4K 0.1% 149
2021
Q3 		$367K Buy
7,456
+790
+12% +$37.4K 0.1% 142
2021
Q2 		$290K Buy
6,666
+1,787
+37% +$79.6K 0.08% 180
2021
Q1 		$247K Buy
4,879
+504
+12% +$25.3K 0.07% 179
2020
Q4 		$226K Buy
+4,375
New +$194K 0.07% 158

Other funds holding NYT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

BSW Wealth Partners's NYT Position: Q4 2022 in Review

BSW Wealth Partners sold out of New York Times (NYT) in Q4 2022, closing a stake of 10,847 shares — an estimated $312K sold.

BSW Wealth Partners first reported a position in NYT in Q4 2020 and held it in 8 quarters. The position peaked at $427K in Q1 2022. 337 funds tracked by Wall St. Rank hold NYT as of Q4 2022.

  • BSW Wealth Partners reported no remaining New York Times position as of Q4 2022 after selling out during the quarter.
  • BSW Wealth Partners sold 10,847 New York Times shares in Q4 2022, an estimated $312K.
  • BSW Wealth Partners first reported a position in New York Times in Q4 2020 and held it in 8 quarters.
  • BSW Wealth Partners's New York Times position peaked at $427K in Q1 2022.
  • 337 funds tracked by Wall St. Rank held New York Times as of Q4 2022.

Based on BSW Wealth Partners's 13F filing for Q4 2022, filed 14 Feb 2023.