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IFG Advisory’s Fox Class B FOX Stock Holding History

IFG Advisory’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
2023
Q2 		– Sell
-51,729
Closed -$1.62M – 375
2023
Q1 		$1.62M Sell
51,729
-2,842
-5% -$89.1K 0.15% 165
2022
Q4 		$1.55M Buy
54,571
+1,908
+4% +$54.6K 0.15% 150
2022
Q3 		$1.5M Buy
52,663
+940
+2% +$29.5K 0.14% 159
2022
Q2 		$1.54M Buy
51,723
+32,855
+174% +$1.07M 0.16% 138
2022
Q1 		$684K Buy
+18,868
New +$702K 0.07% 254
2021
Q2 		– Sell
-5,960
Closed -$208K – 485
2021
Q1 		$208K Buy
+5,960
New +$200K 0.03% 460

Other funds holding FOX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $12B AUM 34.44% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return