Capital & Planning LLC’s Fox Class A FOXA Stock Holding History

Capital & Planning LLC’s Portfolio FOXA Stock Details FOXA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-80	Closed	-$3.89K	–	87
2024 Q4	$3.89K	Buy	+80	New	+$3.6K	﹤0.01%	129

Other funds holding FOXA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital & Planning LLC's FOXA Position: Q1 2025 in Review

Capital & Planning LLC sold out of Fox Class A (FOXA) in Q1 2025, closing a stake of 80 shares — an estimated $3.89K sold.

Capital & Planning LLC first reported a position in FOXA in Q4 2024 and held it in 1 quarter. The position peaked at $3.89K in Q4 2024. 679 funds tracked by Wall St. Rank hold FOXA as of Q1 2025.

Capital & Planning LLC reported no remaining Fox Class A position as of Q1 2025 after selling out during the quarter.
Capital & Planning LLC sold 80 Fox Class A shares in Q1 2025, an estimated $3.89K.
Capital & Planning LLC first reported a position in Fox Class A in Q4 2024 and held it in 1 quarter.
Capital & Planning LLC's Fox Class A position peaked at $3.89K in Q4 2024.
679 funds tracked by Wall St. Rank held Fox Class A as of Q1 2025.

Based on Capital & Planning LLC's 13F filing for Q1 2025, filed 16 May 2025.