Global Wealth Management Investment Advisory’s News Corp Class B NWS Stock Holding History

Global Wealth Management Investment Advisory’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
2023 Q4	–	Sell	-50	Closed	-$1.04K	–	495
2023 Q3	$1.04K	Hold	50	–	–	﹤0.01%	420
2023 Q2	$986	Buy	+50	New	+$915	﹤0.01%	420
2022 Q3	–	Sell	-50	Closed	-$1K	–	359
2022 Q2	$1K	Hold	50	–	–	﹤0.01%	465
2022 Q1	$1K	Hold	50	–	–	﹤0.01%	462
2021 Q4	$1K	Hold	50	–	–	﹤0.01%	428
2021 Q3	$1K	Hold	50	–	–	﹤0.01%	445
2021 Q2	$1K	Hold	50	–	–	﹤0.01%	419
2021 Q1	$1K	Hold	50	–	–	﹤0.01%	443
2020 Q4	$1K	Hold	50	–	–	﹤0.01%	437
2020 Q3	$1K	Hold	50	–	–	﹤0.01%	425
2020 Q2	$1K	Hold	50	–	–	﹤0.01%	567
2020 Q1	$0	Hold	50	–	–	﹤0.01%	639
2019 Q4	$1K	Hold	50	–	–	﹤0.01%	562
2019 Q3	$1K	Hold	50	–	–	﹤0.01%	590
2019 Q2	$1K	Hold	50	–	–	﹤0.01%	648
2019 Q1	$1K	Hold	50	–	–	﹤0.01%	634
2018 Q4	$1K	Buy	+50	New	+$654	﹤0.01%	657

Other funds holding NWS

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

SOF Ltd George Town, Cayman Islands $279M AUM 6.12% 1-Year Est. Return

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ICM

Irenic Capital Management New York $1.54B AUM 12.79% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Global Wealth Management Investment Advisory's NWS Position: Q4 2023 in Review

Global Wealth Management Investment Advisory sold out of News Corp Class B (NWS) in Q4 2023, closing a stake of 50 shares — an estimated $1.04K sold.

Global Wealth Management Investment Advisory first reported a position in NWS in Q4 2018 and held it in 17 quarters. The position peaked at $1.04K in Q3 2023. 225 funds tracked by Wall St. Rank hold NWS as of Q4 2023.

Global Wealth Management Investment Advisory reported no remaining News Corp Class B position as of Q4 2023 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 50 News Corp Class B shares in Q4 2023, an estimated $1.04K.
Global Wealth Management Investment Advisory first reported a position in News Corp Class B in Q4 2018 and held it in 17 quarters.
Global Wealth Management Investment Advisory's News Corp Class B position peaked at $1.04K in Q3 2023.
225 funds tracked by Wall St. Rank held News Corp Class B as of Q4 2023.

Based on Global Wealth Management Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.