Legacy Financial Advisors’s News Corp Class A NWSA Stock Holding History

Legacy Financial Advisors’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
2019 Q2	–	Sell	-1	Closed	–	–	654
2019 Q1	$0	Hold	1	–	–	﹤0.01%	1122
2018 Q4	$0	Sell	1 -19,550	-100%	-$250K	﹤0.01%	1033
2018 Q3	$257K	Sell	19,551 -597	-3%	-$8.38K	0.09%	89
2018 Q2	$314K	Sell	20,148 -1,076	-5%	-$17K	0.12%	73
2018 Q1	$338K	Buy	21,224 +2,104	+11%	+$34.6K	0.13%	72
2017 Q4	$309K	Buy	+19,120	New	+$286K	0.13%	72

Other funds holding NWSA

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

IFP

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

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

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

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

Legacy Financial Advisors's NWSA Position: Q2 2019 in Review

Legacy Financial Advisors sold out of News Corp Class A (NWSA) in Q2 2019, closing a stake of 1 share.

Legacy Financial Advisors first reported a position in NWSA in Q4 2017 and held it in 6 quarters. The position peaked at $338K in Q1 2018. 353 funds tracked by Wall St. Rank hold NWSA as of Q2 2019.

Legacy Financial Advisors reported no remaining News Corp Class A position as of Q2 2019 after selling out during the quarter.
Legacy Financial Advisors sold 1 News Corp Class A share in Q2 2019.
Legacy Financial Advisors first reported a position in News Corp Class A in Q4 2017 and held it in 6 quarters.
Legacy Financial Advisors's News Corp Class A position peaked at $338K in Q1 2018.
353 funds tracked by Wall St. Rank held News Corp Class A as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.