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HighMark Wealth Management’s Fox Class A FOXA Stock Holding History

HighMark Wealth Management’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
2022
Q3 		– Sell
-131
Closed -$4K – 532
2022
Q2 		$4K Hold
131
– – ﹤0.01% 372
2022
Q1 		$5K Hold
131
– – ﹤0.01% 364
2021
Q4 		$5K Hold
131
– – ﹤0.01% 360
2021
Q3 		$5K Sell
131
-15
-10% -$552 ﹤0.01% 360
2021
Q2 		$5K Sell
146
-30
-17% -$1.13K ﹤0.01% 364
2021
Q1 		$6K Sell
176
-26
-13% -$910 ﹤0.01% 315
2020
Q4 		$6K Hold
202
– – 0.01% 301
2020
Q3 		$6K Buy
202
+21
+12% +$556 0.01% 293
2020
Q2 		$5K Buy
181
+16
+10% +$432 0.01% 310
2020
Q1 		$3K Sell
165
-86
-34% -$2.83K ﹤0.01% 270
2019
Q4 		$9K Buy
+251
New +$8.59K 0.01% 226

Other funds holding FOXA

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 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
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return