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Financial Synergies Wealth Advisors’s Fox Class A FOXA Stock Holding History

Financial Synergies Wealth Advisors’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
2024
Q1 		– Sell
-6
Closed -$183 – 523
2023
Q4 		$183 Buy
+6
New +$182 ﹤0.01% 442
2023
Q2 		– Sell
-6
Closed -$205 – 510
2023
Q1 		$205 Hold
6
– – ﹤0.01% 480
2022
Q4 		$183 Hold
6
– – ﹤0.01% 442
2022
Q3 		$185 Hold
6
– – ﹤0.01% 451
2022
Q2 		$193 Buy
+6
New +$211 ﹤0.01% 473

Other funds holding FOXA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Financial Synergies Wealth Advisors's FOXA Position: Q1 2024 in Review

Financial Synergies Wealth Advisors sold out of Fox Class A (FOXA) in Q1 2024, closing a stake of 6 shares — an estimated $183 sold.

Financial Synergies Wealth Advisors first reported a position in FOXA in Q2 2022 and held it in 5 quarters. The position peaked at $205 in Q1 2023. 504 funds tracked by Wall St. Rank hold FOXA as of Q1 2024.

  • Financial Synergies Wealth Advisors reported no remaining Fox Class A position as of Q1 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 6 Fox Class A shares in Q1 2024, an estimated $183.
  • Financial Synergies Wealth Advisors first reported a position in Fox Class A in Q2 2022 and held it in 5 quarters.
  • Financial Synergies Wealth Advisors's Fox Class A position peaked at $205 in Q1 2023.
  • 504 funds tracked by Wall St. Rank held Fox Class A as of Q1 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q1 2024, filed 12 Apr 2024.