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Integrated Wealth Concepts’s Fox Class B FOX Stock Holding History

Integrated Wealth Concepts’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
2024
Q3 		– Sell
-8,086
Closed -$259K – 1701
2024
Q2 		$259K Buy
+8,086
New +$244K ﹤0.01% 1394
2023
Q3 		– Sell
-6,705
Closed -$214K – 1577
2023
Q2 		$214K Buy
+6,705
New +$203K ﹤0.01% 1395

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
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
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Integrated Wealth Concepts's FOX Position: Q3 2024 in Review

Integrated Wealth Concepts sold out of Fox Class B (FOX) in Q3 2024, closing a stake of 8,086 shares — an estimated $259K sold.

Integrated Wealth Concepts first reported a position in FOX in Q2 2023 and held it in 2 quarters. The position peaked at $259K in Q2 2024. 381 funds tracked by Wall St. Rank hold FOX as of Q3 2024.

  • Integrated Wealth Concepts reported no remaining Fox Class B position as of Q3 2024 after selling out during the quarter.
  • Integrated Wealth Concepts sold 8,086 Fox Class B shares in Q3 2024, an estimated $259K.
  • Integrated Wealth Concepts first reported a position in Fox Class B in Q2 2023 and held it in 2 quarters.
  • Integrated Wealth Concepts's Fox Class B position peaked at $259K in Q2 2024.
  • 381 funds tracked by Wall St. Rank held Fox Class B as of Q3 2024.

Based on Integrated Wealth Concepts's 13F filing for Q3 2024, filed 14 Nov 2024.