EWA
NWSA icon

Evolution Wealth Advisors’s News Corp Class A NWSA Stock Holding History

Evolution Wealth Advisors’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
2020
Q1 		– Sell
-141
Closed -$2K – 547
2019
Q4 		$2K Sell
141
-3
-2% -$40 ﹤0.01% 590
2019
Q3 		$2K Buy
+144
New +$1.97K ﹤0.01% 426

Other funds holding NWSA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Evolution Wealth Advisors's NWSA Position: Q1 2020 in Review

Evolution Wealth Advisors sold out of News Corp Class A (NWSA) in Q1 2020, closing a stake of 141 shares — an estimated $2K sold.

Evolution Wealth Advisors first reported a position in NWSA in Q3 2019 and held it in 2 quarters. The position peaked at $2K in Q4 2019. 337 funds tracked by Wall St. Rank hold NWSA as of Q1 2020.

  • Evolution Wealth Advisors reported no remaining News Corp Class A position as of Q1 2020 after selling out during the quarter.
  • Evolution Wealth Advisors sold 141 News Corp Class A shares in Q1 2020, an estimated $2K.
  • Evolution Wealth Advisors first reported a position in News Corp Class A in Q3 2019 and held it in 2 quarters.
  • Evolution Wealth Advisors's News Corp Class A position peaked at $2K in Q4 2019.
  • 337 funds tracked by Wall St. Rank held News Corp Class A as of Q1 2020.

Based on Evolution Wealth Advisors's 13F filing for Q1 2020, filed 22 Apr 2020.