Concord Wealth Partners’s Fox Class B FOX Stock Holding History

Concord Wealth Partners’s Portfolio FOX Stock Details FOX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-333	Closed	-$9.47K	–	1079
2022 Q4	$9.47K	Buy	+333	New	+$9.53K	﹤0.01%	645
2022 Q3	–	Sell	-1,127	Closed	-$33K	–	510
2022 Q2	$33K	Buy	1,127 +215	+24%	+$6.99K	0.01%	438
2022 Q1	$33K	Buy	912 +27	+3%	+$1K	0.01%	514
2021 Q4	$30K	Buy	885 +796	+894%	+$29.1K	0.01%	556
2021 Q3	$3K	Sell	89 -439	-83%	-$15.1K	﹤0.01%	682
2021 Q2	$19K	Sell	528 -253	-32%	-$9.15K	0.01%	510
2021 Q1	$27K	Buy	+781	New	+$26.2K	0.01%	424

Other funds holding FOX

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

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

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

YAM

Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return

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

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Concord Wealth Partners's FOX Position: Q1 2023 in Review

Concord Wealth Partners sold out of Fox Class B (FOX) in Q1 2023, closing a stake of 333 shares — an estimated $9.47K sold.

Concord Wealth Partners first reported a position in FOX in Q1 2021 and held it in 7 quarters. The position peaked at $33K in Q2 2022. 351 funds tracked by Wall St. Rank hold FOX as of Q1 2023.

Concord Wealth Partners reported no remaining Fox Class B position as of Q1 2023 after selling out during the quarter.
Concord Wealth Partners sold 333 Fox Class B shares in Q1 2023, an estimated $9.47K.
Concord Wealth Partners first reported a position in Fox Class B in Q1 2021 and held it in 7 quarters.
Concord Wealth Partners's Fox Class B position peaked at $33K in Q2 2022.
351 funds tracked by Wall St. Rank held Fox Class B as of Q1 2023.

Based on Concord Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.