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Capital Performance Advisors’s News Corp Class B NWS Stock Holding History

Capital Performance Advisors’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
2024
Q4 		– Sell
-34
Closed -$950 – 1840
2024
Q3 		$950 Buy
+34
New +$959 ﹤0.01% 1933

Other funds holding NWS

SL
SOF Ltd George Town, Cayman Islands $279M AUM 6.12% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
5NCM
59 North Capital Management Houston, Texas $3.35B AUM 22.14% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Capital Performance Advisors's NWS Position: Q4 2024 in Review

Capital Performance Advisors sold out of News Corp Class B (NWS) in Q4 2024, closing a stake of 34 shares — an estimated $950 sold.

Capital Performance Advisors first reported a position in NWS in Q3 2024 and held it in 1 quarter. The position peaked at $950 in Q3 2024. 293 funds tracked by Wall St. Rank hold NWS as of Q4 2024.

  • Capital Performance Advisors reported no remaining News Corp Class B position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 34 News Corp Class B shares in Q4 2024, an estimated $950.
  • Capital Performance Advisors first reported a position in News Corp Class B in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's News Corp Class B position peaked at $950 in Q3 2024.
  • 293 funds tracked by Wall St. Rank held News Corp Class B as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.