Ellevest Inc’s News Corp Class A NWSA Stock Holding History

Ellevest Inc’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
2022 Q3	–	Sell	-471	Closed	-$7.9K	–	1780
2022 Q2	$7K	Buy	+471	New	+$8.66K	﹤0.01%	957
2020 Q1	–	Sell	-49	Closed	-$1K	–	1239
2019 Q4	$1K	Hold	49	–	–	﹤0.01%	832
2019 Q3	$1K	Hold	49	–	–	﹤0.01%	437
2019 Q2	$1K	Hold	49	–	–	﹤0.01%	371
2019 Q1	$1K	Hold	49	–	–	﹤0.01%	323
2018 Q4	$1K	Buy	+49	New	+$628	﹤0.01%	486

Other funds holding NWSA

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

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

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

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 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

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

Ellevest Inc's NWSA Position: Q3 2022 in Review

Ellevest Inc sold out of News Corp Class A (NWSA) in Q3 2022, closing a stake of 471 shares — an estimated $7.9K sold.

Ellevest Inc first reported a position in NWSA in Q4 2018 and held it in 6 quarters. The position peaked at $7K in Q2 2022. 401 funds tracked by Wall St. Rank hold NWSA as of Q3 2022.

Ellevest Inc reported no remaining News Corp Class A position as of Q3 2022 after selling out during the quarter.
Ellevest Inc sold 471 News Corp Class A shares in Q3 2022, an estimated $7.9K.
Ellevest Inc first reported a position in News Corp Class A in Q4 2018 and held it in 6 quarters.
Ellevest Inc's News Corp Class A position peaked at $7K in Q2 2022.
401 funds tracked by Wall St. Rank held News Corp Class A as of Q3 2022.

Based on Ellevest Inc's 13F filing for Q3 2022, filed 2 Nov 2022.