Institutional & Family Asset Management’s Fox Class A FOXA Stock Holding History

Institutional & Family Asset 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
2024 Q2	–	Sell	-15	Closed	-$469	–	763
2024 Q1	$469	Hold	15	–	–	﹤0.01%	695
2023 Q4	$445	Hold	15	–	–	﹤0.01%	677
2023 Q3	$468	Hold	15	–	–	﹤0.01%	670
2023 Q2	$510	Hold	15	–	–	﹤0.01%	682
2023 Q1	$511	Hold	15	–	–	﹤0.01%	669
2022 Q4	$456	Hold	15	–	–	﹤0.01%	665
2022 Q3	$0	Hold	15	–	–	﹤0.01%	727
2022 Q2	$0	Hold	15	–	–	﹤0.01%	744
2022 Q1	$1K	Hold	15	–	–	﹤0.01%	692
2021 Q4	$1K	Hold	15	–	–	﹤0.01%	716
2021 Q3	$1K	Hold	15	–	–	﹤0.01%	834
2021 Q2	$1K	Hold	15	–	–	﹤0.01%	887
2021 Q1	$1K	Hold	15	–	–	﹤0.01%	863
2020 Q4	$0	Hold	15	–	–	﹤0.01%	885
2020 Q3	$0	Hold	15	–	–	﹤0.01%	853
2020 Q2	$0	Hold	15	–	–	﹤0.01%	863
2020 Q1	$0	Hold	15	–	–	﹤0.01%	849
2019 Q4	$1K	Hold	15	–	–	﹤0.01%	804
2019 Q3	$0	Hold	15	–	–	﹤0.01%	850
2019 Q2	$1K	Sell	15 -782	-98%	-$28.7K	﹤0.01%	796
2019 Q1	$29K	Buy	+797	New	+$31.1K	0.01%	380

Other funds holding FOXA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Institutional & Family Asset Management's FOXA Position: Q2 2024 in Review

Institutional & Family Asset Management sold out of Fox Class A (FOXA) in Q2 2024, closing a stake of 15 shares — an estimated $469 sold.

Institutional & Family Asset Management first reported a position in FOXA in Q1 2019 and held it in 21 quarters. The position peaked at $29K in Q1 2019. 511 funds tracked by Wall St. Rank hold FOXA as of Q2 2024.

Institutional & Family Asset Management reported no remaining Fox Class A position as of Q2 2024 after selling out during the quarter.
Institutional & Family Asset Management sold 15 Fox Class A shares in Q2 2024, an estimated $469.
Institutional & Family Asset Management first reported a position in Fox Class A in Q1 2019 and held it in 21 quarters.
Institutional & Family Asset Management's Fox Class A position peaked at $29K in Q1 2019.
511 funds tracked by Wall St. Rank held Fox Class A as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.