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Curi Wealth Management’s Fox Class B FOX Stock Holding History

Curi Wealth Management’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
2022
Q3 		– Sell
-3
Closed – – 379
2022
Q2 		$0 Hold
3
– – ﹤0.01% 662
2022
Q1 		$0 Hold
3
– – ﹤0.01% 562
2021
Q4 		$0 Buy
+3
New +$110 ﹤0.01% 524
2021
Q1 		– Sell
-3
Closed – – 242
2020
Q4 		$0 Buy
+3
New +$83 ﹤0.01% 434

Other funds holding FOX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Curi Wealth Management's FOX Position: Q3 2022 in Review

Curi Wealth Management sold out of Fox Class B (FOX) in Q3 2022, closing a stake of 3 shares.

Curi Wealth Management first reported a position in FOX in Q4 2020 and held it in 4 quarters. The position peaked at $0 in Q2 2022. 344 funds tracked by Wall St. Rank hold FOX as of Q3 2022.

  • Curi Wealth Management reported no remaining Fox Class B position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 3 Fox Class B shares in Q3 2022.
  • Curi Wealth Management first reported a position in Fox Class B in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's Fox Class B position peaked at $0 in Q2 2022.
  • 344 funds tracked by Wall St. Rank held Fox Class B as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.