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Heritage Wealth Advisors’s Fox Class B FOX Stock Holding History

Heritage Wealth Advisors’s Portfolio FOX Stock Details FOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-118
Closed -$5.4K – 606
2024
Q4 		$5.4K Buy
118
+21
+22% +$884 ﹤0.01% 485
2024
Q3 		$3.76K Buy
+97
New +$3.5K ﹤0.01% 509

Other funds holding FOX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Heritage Wealth Advisors's FOX Position: Q1 2025 in Review

Heritage Wealth Advisors sold out of Fox Class B (FOX) in Q1 2025, closing a stake of 118 shares — an estimated $5.4K sold.

Heritage Wealth Advisors first reported a position in FOX in Q3 2024 and held it in 2 quarters. The position peaked at $5.4K in Q4 2024. 455 funds tracked by Wall St. Rank hold FOX as of Q1 2025.

  • Heritage Wealth Advisors reported no remaining Fox Class B position as of Q1 2025 after selling out during the quarter.
  • Heritage Wealth Advisors sold 118 Fox Class B shares in Q1 2025, an estimated $5.4K.
  • Heritage Wealth Advisors first reported a position in Fox Class B in Q3 2024 and held it in 2 quarters.
  • Heritage Wealth Advisors's Fox Class B position peaked at $5.4K in Q4 2024.
  • 455 funds tracked by Wall St. Rank held Fox Class B as of Q1 2025.

Based on Heritage Wealth Advisors's 13F filing for Q1 2025, filed 8 May 2025.