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Cary Street Partners Investment Advisory’s News Corp Class A NWSA Stock Holding History

Cary Street Partners Investment Advisory’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
2023
Q4 		– Sell
-127
Closed -$2.55K – 1417
2023
Q3 		$2.55K Buy
127
+120
+1,714% +$2.43K ﹤0.01% 1622
2023
Q2 		$137 Hold
7
– – ﹤0.01% 1721
2023
Q1 		$121 Buy
+7
New +$128 ﹤0.01% 1652

Other funds holding NWSA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $14.3B AUM 3.49% 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 $7.5B AUM 22.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MC
Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cary Street Partners Investment Advisory's NWSA Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of News Corp Class A (NWSA) in Q4 2023, closing a stake of 127 shares — an estimated $2.55K sold.

Cary Street Partners Investment Advisory first reported a position in NWSA in Q1 2023 and held it in 3 quarters. The position peaked at $2.55K in Q3 2023. 442 funds tracked by Wall St. Rank hold NWSA as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining News Corp Class A position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 127 News Corp Class A shares in Q4 2023, an estimated $2.55K.
  • Cary Street Partners Investment Advisory first reported a position in News Corp Class A in Q1 2023 and held it in 3 quarters.
  • Cary Street Partners Investment Advisory's News Corp Class A position peaked at $2.55K in Q3 2023.
  • 442 funds tracked by Wall St. Rank held News Corp Class A as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.