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Fortis Advisors’s News Corp Class B NWS Stock Holding History

Fortis Advisors’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
2021
Q4 		– Sell
-3,550
Closed -$82K – 270
2021
Q3 		$82K Hold
3,550
– – 0.05% 156
2021
Q2 		$86K Hold
3,550
– – 0.05% 161
2021
Q1 		$83K Sell
3,550
-1,296
-27% -$28K 0.06% 125
2020
Q4 		$86K Hold
4,846
– – 0.08% 89
2020
Q3 		$68K Sell
4,846
-304
-6% -$4.24K 0.06% 89
2020
Q2 		$62K Sell
5,150
-13,459
-72% -$146K 0.06% 103
2020
Q1 		$167K Buy
+18,609
New +$239K 0.11% 98

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MC
Metropolis Capital Amersham, United Kingdom $2.96B AUM 16.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Fortis Advisors's NWS Position: Q4 2021 in Review

Fortis Advisors sold out of News Corp Class B (NWS) in Q4 2021, closing a stake of 3,550 shares — an estimated $82K sold.

Fortis Advisors first reported a position in NWS in Q1 2020 and held it in 7 quarters. The position peaked at $167K in Q1 2020. 230 funds tracked by Wall St. Rank hold NWS as of Q4 2021.

  • Fortis Advisors reported no remaining News Corp Class B position as of Q4 2021 after selling out during the quarter.
  • Fortis Advisors sold 3,550 News Corp Class B shares in Q4 2021, an estimated $82K.
  • Fortis Advisors first reported a position in News Corp Class B in Q1 2020 and held it in 7 quarters.
  • Fortis Advisors's News Corp Class B position peaked at $167K in Q1 2020.
  • 230 funds tracked by Wall St. Rank held News Corp Class B as of Q4 2021.

Based on Fortis Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.