Concord Wealth Partners’s News Corp Class A NWSA Stock Holding History

Concord Wealth Partners’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
2024 Q3	–	Sell	-93	Closed	-$2.56K	–	1001
2024 Q2	$2.56K	Hold	93	–	–	﹤0.01%	643
2024 Q1	$2.44K	Hold	93	–	–	﹤0.01%	730
2023 Q4	$2.28K	Hold	93	–	–	﹤0.01%	700
2023 Q3	$1.87K	Hold	93	–	–	﹤0.01%	875
2023 Q2	$1.81K	Buy	+93	New	+$1.69K	﹤0.01%	881
2023 Q1	–	Sell	-93	Closed	-$1.69K	–	1152
2022 Q4	$1.69K	Buy	+93	New	+$1.61K	﹤0.01%	978
2022 Q3	–	Sell	-459	Closed	-$7K	–	800
2022 Q2	$7K	Buy	459 +252	+122%	+$4.63K	﹤0.01%	755
2022 Q1	$5K	Hold	207	–	–	﹤0.01%	911
2021 Q4	$5K	Buy	+207	New	+$4.73K	﹤0.01%	955
2021 Q3	–	Sell	-44	Closed	-$1K	–	994
2021 Q2	$1K	Buy	+44	New	+$1.16K	﹤0.01%	994

Other funds holding NWSA

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

YAM

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

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

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

Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

Concord Wealth Partners's NWSA Position: Q3 2024 in Review

Concord Wealth Partners sold out of News Corp Class A (NWSA) in Q3 2024, closing a stake of 93 shares — an estimated $2.56K sold.

Concord Wealth Partners first reported a position in NWSA in Q2 2021 and held it in 10 quarters. The position peaked at $7K in Q2 2022. 501 funds tracked by Wall St. Rank hold NWSA as of Q3 2024.

Concord Wealth Partners reported no remaining News Corp Class A position as of Q3 2024 after selling out during the quarter.
Concord Wealth Partners sold 93 News Corp Class A shares in Q3 2024, an estimated $2.56K.
Concord Wealth Partners first reported a position in News Corp Class A in Q2 2021 and held it in 10 quarters.
Concord Wealth Partners's News Corp Class A position peaked at $7K in Q2 2022.
501 funds tracked by Wall St. Rank held News Corp Class A as of Q3 2024.

Based on Concord Wealth Partners's 13F filing for Q3 2024, filed 24 Oct 2024.