Gradient Investments’s News Corp Class A NWSA Stock Holding History

Gradient Investments’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
2024 Q1	–	Sell	-186	Closed	-$4.57K	–	1632
2023 Q4	$4.57K	Hold	186	–	–	﹤0.01%	1020
2023 Q3	$3.73K	Hold	186	–	–	﹤0.01%	1025
2023 Q2	$3.63K	Hold	186	–	–	﹤0.01%	1029
2023 Q1	$3.21K	Hold	186	–	–	﹤0.01%	1036
2022 Q4	$3.38K	Hold	186	–	–	﹤0.01%	1001
2022 Q3	$3K	Hold	186	–	–	﹤0.01%	1074
2022 Q2	$3K	Buy	+186	New	+$3.42K	﹤0.01%	993
2021 Q3	–	Sell	-16	Closed	–	–	1220
2021 Q2	$0	Buy	+16	New	+$422	﹤0.01%	1230
2020 Q2	–	Sell	-1	Closed	–	–	1155
2020 Q1	$0	Hold	1	–	–	﹤0.01%	1189
2019 Q4	$0	Hold	1	–	–	﹤0.01%	1187
2019 Q3	$0	Hold	1	–	–	﹤0.01%	1187
2019 Q2	$0	Hold	1	–	–	﹤0.01%	1058
2019 Q1	$0	Hold	1	–	–	﹤0.01%	960
2018 Q4	$0	Hold	1	–	–	﹤0.01%	1039
2018 Q3	$0	Sell	1 -17	-94%	-$239	﹤0.01%	1032
2018 Q2	$0	Sell	18 -13	-42%	-$205	﹤0.01%	1097
2018 Q1	$0	Hold	31	–	–	﹤0.01%	1113
2017 Q4	$1K	Buy	+31	New	+$464	﹤0.01%	930

Other funds holding NWSA

T. Rowe Price Associates

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

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 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

Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management

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

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Metropolis Capital Amersham, United Kingdom $2.96B AUM 16.35% 1-Year Est. Return