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Concord Wealth Partners’s Fox Class A FOXA Stock Holding History

Concord Wealth Partners’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
2023
Q4 		– Sell
-92
Closed -$2.87K – 893
2023
Q3 		$2.87K Hold
92
– – ﹤0.01% 812
2023
Q2 		$3.13K Hold
92
– – ﹤0.01% 801
2023
Q1 		$3.13K Sell
92
-51
-36% -$1.72K ﹤0.01% 746
2022
Q4 		$4.34K Buy
+143
New +$4.36K ﹤0.01% 793
2022
Q3 		– Sell
-602
Closed -$19K – 511
2022
Q2 		$19K Sell
602
-95
-14% -$3.34K 0.01% 552
2022
Q1 		$27K Sell
697
-9
-1% -$365 0.01% 567
2021
Q4 		$26K Buy
706
+357
+102% +$14.1K 0.01% 583
2021
Q3 		$14K Sell
349
-2
-0.6% -$74 0.01% 424
2021
Q2 		$13K Sell
351
-298
-46% -$11.2K ﹤0.01% 577
2021
Q1 		$23K Buy
+649
New +$22.7K 0.01% 454

Other funds holding FOXA

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return