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Evoke Wealth’s News Corp Class B NWS Stock Holding History

Evoke Wealth’s Portfolio NWS Stock Details NWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-112
Closed -$2K – 877
2022
Q3 		$2K Buy
+112
New +$1.91K ﹤0.01% 1053
2022
Q2 		– Sell
-98
Closed -$2K – 1215
2022
Q1 		$2K Buy
+98
New +$2.19K ﹤0.01% 1054
2020
Q2 		– Sell
-18
Closed -$162 – 1149
2020
Q1 		$162 Buy
+18
New +$232 ﹤0.01% 1090

Other funds holding NWS

IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
SL
SOF Ltd George Town, Cayman Islands $279M AUM 6.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ICM
Irenic Capital Management New York $1.54B AUM 12.79% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MC
Metropolis Capital Amersham, United Kingdom $2.96B AUM 16.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Evoke Wealth's NWS Position: Q4 2022 in Review

Evoke Wealth sold out of News Corp Class B (NWS) in Q4 2022, closing a stake of 112 shares — an estimated $2K sold.

Evoke Wealth first reported a position in NWS in Q1 2020 and held it in 3 quarters. The position peaked at $2K in Q3 2022. 230 funds tracked by Wall St. Rank hold NWS as of Q4 2022.

  • Evoke Wealth reported no remaining News Corp Class B position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 112 News Corp Class B shares in Q4 2022, an estimated $2K.
  • Evoke Wealth first reported a position in News Corp Class B in Q1 2020 and held it in 3 quarters.
  • Evoke Wealth's News Corp Class B position peaked at $2K in Q3 2022.
  • 230 funds tracked by Wall St. Rank held News Corp Class B as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.