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Curi Wealth Management’s Fox Class A FOXA Stock Holding History

Curi Wealth Management’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
2022
Q3 		– Sell
-3
Closed – – 380
2022
Q2 		$0 Hold
3
– – ﹤0.01% 663
2022
Q1 		$0 Hold
3
– – ﹤0.01% 563
2021
Q4 		$0 Buy
+3
New +$118 ﹤0.01% 525
2021
Q1 		– Sell
-3
Closed – – 243
2020
Q4 		$0 Buy
+3
New +$84 ﹤0.01% 435

Other funds holding FOXA

BlackRock
BlackRock New York $5.72T 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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Curi Wealth Management first reported a position in FOXA in Q4 2020 and held it in 4 quarters. The position peaked at $0 in Q2 2022. 514 funds tracked by Wall St. Rank hold FOXA as of Q3 2022.

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

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