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Glassman Wealth Services’s Fox Class A FOXA Stock Holding History

Glassman Wealth Services’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
-286
Closed -$8.49K – 797
2023
Q4 		$8.49K Sell
286
-61
-18% -$1.84K ﹤0.01% 921
2023
Q3 		$10.8K Buy
347
+24
+7% +$788 ﹤0.01% 837
2023
Q2 		$11K Buy
323
+37
+13% +$1.21K ﹤0.01% 790
2023
Q1 		$9.74K Buy
286
+15
+6% +$507 ﹤0.01% 830
2022
Q4 		$8.23K Sell
271
-341
-56% -$10.4K ﹤0.01% 887
2022
Q3 		$19K Buy
612
+214
+54% +$7.24K ﹤0.01% 627
2022
Q2 		$13K Sell
398
-142
-26% -$5K ﹤0.01% 732
2022
Q1 		$21K Buy
540
+240
+80% +$9.74K ﹤0.01% 629
2021
Q4 		$11K Buy
300
+162
+117% +$6.38K ﹤0.01% 759
2021
Q3 		$6K Buy
138
+52
+60% +$1.92K ﹤0.01% 907
2021
Q2 		$3K Buy
86
+37
+76% +$1.39K ﹤0.01% 1053
2021
Q1 		$2K Buy
49
+21
+75% +$735 ﹤0.01% 1094
2020
Q4 		$1K Sell
28
-6
-18% -$168 ﹤0.01% 1209
2020
Q3 		$1K Hold
34
– – ﹤0.01% 1152
2020
Q2 		$1K Sell
34
-35
-51% -$945 ﹤0.01% 1019
2020
Q1 		$2K Buy
69
+50
+263% +$1.65K ﹤0.01% 702
2019
Q4 		$1K Sell
19
-3
-14% -$103 ﹤0.01% 918
2019
Q3 		$1K Hold
22
– – ﹤0.01% 834
2019
Q2 		$1K Sell
22
-61
-73% -$2.24K ﹤0.01% 845
2019
Q1 		$3K Buy
+83
New +$3.23K ﹤0.01% 622

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