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Executive Wealth Management’s News Corp Class A NWSA Stock Holding History

Executive Wealth Management’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
2019
Q3 		– Sell
-79
Closed -$1K – 565
2019
Q2 		$1K Hold
79
– – ﹤0.01% 859
2019
Q1 		$1K Sell
79
-24
-23% -$302 ﹤0.01% 796
2018
Q4 		$1K Buy
+103
New +$1.32K ﹤0.01% 838

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Executive Wealth Management's NWSA Position: Q3 2019 in Review

Executive Wealth Management sold out of News Corp Class A (NWSA) in Q3 2019, closing a stake of 79 shares — an estimated $1K sold.

Executive Wealth Management first reported a position in NWSA in Q4 2018 and held it in 3 quarters. The position peaked at $1K in Q2 2019. 353 funds tracked by Wall St. Rank hold NWSA as of Q3 2019.

  • Executive Wealth Management reported no remaining News Corp Class A position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 79 News Corp Class A shares in Q3 2019, an estimated $1K.
  • Executive Wealth Management first reported a position in News Corp Class A in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's News Corp Class A position peaked at $1K in Q2 2019.
  • 353 funds tracked by Wall St. Rank held News Corp Class A as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.