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Jeppson Wealth Management’s News Corp Class A NWSA Stock Holding History

Jeppson Wealth Management’s Portfolio NWSA Stock Details NWSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-99
Closed -$1K – 345
2020
Q3 		$1K Buy
+99
New +$1.38K ﹤0.01% 498

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BAM
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Jeppson Wealth Management's NWSA Position: Q4 2020 in Review

Jeppson Wealth Management sold out of News Corp Class A (NWSA) in Q4 2020, closing a stake of 99 shares — an estimated $1K sold.

Jeppson Wealth Management first reported a position in NWSA in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 370 funds tracked by Wall St. Rank hold NWSA as of Q4 2020.

  • Jeppson Wealth Management reported no remaining News Corp Class A position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 99 News Corp Class A shares in Q4 2020, an estimated $1K.
  • Jeppson Wealth Management first reported a position in News Corp Class A in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's News Corp Class A position peaked at $1K in Q3 2020.
  • 370 funds tracked by Wall St. Rank held News Corp Class A as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.