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Heritage Wealth Advisors’s Fox Class A FOXA Stock Holding History

Heritage Wealth Advisors’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
2025
Q1 		– Sell
-54
Closed -$2.62K – 607
2024
Q4 		$2.62K Buy
54
+9
+20% +$405 ﹤0.01% 543
2024
Q3 		$1.91K Buy
+45
New +$1.75K ﹤0.01% 547
2019
Q3 		– Sell
-500
Closed -$18.3K – 444
2019
Q2 		$18.3K Sell
500
-122
-20% -$4.48K ﹤0.01% 343
2019
Q1 		$22.8K Buy
+622
New +$24.2K ﹤0.01% 295

Other funds holding FOXA

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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Heritage Wealth Advisors sold out of Fox Class A (FOXA) in Q1 2025, closing a stake of 54 shares — an estimated $2.62K sold.

Heritage Wealth Advisors first reported a position in FOXA in Q1 2019 and held it in 4 quarters. The position peaked at $22.8K in Q1 2019. 679 funds tracked by Wall St. Rank hold FOXA as of Q1 2025.

  • Heritage Wealth Advisors reported no remaining Fox Class A position as of Q1 2025 after selling out during the quarter.
  • Heritage Wealth Advisors sold 54 Fox Class A shares in Q1 2025, an estimated $2.62K.
  • Heritage Wealth Advisors first reported a position in Fox Class A in Q1 2019 and held it in 4 quarters.
  • Heritage Wealth Advisors's Fox Class A position peaked at $22.8K in Q1 2019.
  • 679 funds tracked by Wall St. Rank held Fox Class A as of Q1 2025.

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