CWM
TFCFA

Centric Wealth Management’s Twenty-First Century Fox, Inc. Class A TFCFA Stock Holding History

Centric Wealth Management’s Portfolio TFCFA Stock Details TFCFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-4,885
Closed -$235K – 123
2018
Q4 		$235K Buy
+4,885
New +$232K 0.21% 96

Other funds holding TFCFA

TAL
TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return
A
Attestor London, United Kingdom $27.8M AUM 32.32% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
KCMRT
Kemper Corp Master Retirement Trust Chicago, Illinois $141M AUM 3.25% 1-Year Est. Return
SLWS
Swaine & Leidel Wealth Services Sebring, Florida $130K AUM
KS
Karpas Strategies Litchfield, Connecticut $319M AUM 14.42% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return
NCM
Nelson Capital Management Menlo Park, California $912M AUM 24.01% 1-Year Est. Return

Centric Wealth Management's TFCFA Position: Q1 2019 in Review

Centric Wealth Management sold out of Twenty-First Century Fox, Inc. Class A (TFCFA) in Q1 2019, closing a stake of 4,885 shares — an estimated $235K sold.

Centric Wealth Management first reported a position in TFCFA in Q4 2018 and held it in 1 quarter. The position peaked at $235K in Q4 2018. 20 funds tracked by Wall St. Rank hold TFCFA as of Q1 2019.

  • Centric Wealth Management reported no remaining Twenty-First Century Fox, Inc. Class A position as of Q1 2019 after selling out during the quarter.
  • Centric Wealth Management sold 4,885 Twenty-First Century Fox, Inc. Class A shares in Q1 2019, an estimated $235K.
  • Centric Wealth Management first reported a position in Twenty-First Century Fox, Inc. Class A in Q4 2018 and held it in 1 quarter.
  • Centric Wealth Management's Twenty-First Century Fox, Inc. Class A position peaked at $235K in Q4 2018.
  • 20 funds tracked by Wall St. Rank held Twenty-First Century Fox, Inc. Class A as of Q1 2019.

Based on Centric Wealth Management's 13F filing for Q1 2019, filed 9 Apr 2019.