CSat Investment Advisory’s News Corp Class A NWSA Stock Holding History

CSat 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
2021 Q1	$14K	Sell	541 -300	-36%	-$6.72K	0.01%	419
2020 Q4	$15K	Sell	841 -2,695	-76%	-$43.5K	0.01%	393
2020 Q3	$49K	Sell	3,536 -103	-3%	-$1.44K	﹤0.01%	672
2020 Q2	$43K	Buy	3,639 +987	+37%	+$10.5K	0.01%	691
2020 Q1	$24K	Buy	2,652 +251	+10%	+$3.17K	0.01%	693
2019 Q4	$34K	Buy	2,401 +382	+19%	+$5.14K	0.01%	668
2019 Q3	$28K	Sell	2,019 -154	-7%	-$2.1K	0.01%	647
2019 Q2	$29K	Buy	2,173 +1,322	+155%	+$16.2K	0.01%	645
2019 Q1	$11K	Buy	851 +88	+12%	+$1.11K	0.01%	423
2018 Q4	$9K	Buy	763 +134	+21%	+$1.72K	0.01%	427
2018 Q3	$8K	Buy	629 +296	+89%	+$4.15K	﹤0.01%	413
2018 Q2	$5K	Buy	+333	New	+$5.26K	﹤0.01%	459

Other funds holding NWSA

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

YAM

Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CSat Investment Advisory's NWSA Position: Q1 2021 in Review

CSat Investment Advisory reduced its News Corp Class A (NWSA) stake by 36% in Q1 2021, selling an estimated $6.72K and leaving 541 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #419.

CSat Investment Advisory first reported a position in NWSA in Q2 2018 and has held it in 12 quarters since. The position peaked at $49K in Q3 2020. 415 funds tracked by Wall St. Rank hold NWSA as of Q1 2021.

CSat Investment Advisory held 541 shares of News Corp Class A worth $14K as of Q1 2021.
CSat Investment Advisory sold 300 News Corp Class A shares in Q1 2021, an estimated $6.72K.
News Corp Class A made up 0.01% of CSat Investment Advisory's portfolio in Q1 2021, its #419 holding.
CSat Investment Advisory first reported a position in News Corp Class A in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's News Corp Class A position peaked at $49K in Q3 2020.
415 funds tracked by Wall St. Rank held News Corp Class A as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.