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Litman Gregory Wealth Management’s Fox Class A FOXA Stock Holding History

Litman Gregory Wealth 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
2019
Q4 		– Sell
-13
Closed – – 231
2019
Q3 		$0 Sell
13
-13
-50% -$450 ﹤0.01% 230
2019
Q2 		$1K Buy
+26
New +$955 ﹤0.01% 229

Other funds holding FOXA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.53B AUM 0.87% 1-Year Est. Return

Litman Gregory Wealth Management's FOXA Position: Q4 2019 in Review

Litman Gregory Wealth Management sold out of Fox Class A (FOXA) in Q4 2019, closing a stake of 13 shares.

Litman Gregory Wealth Management first reported a position in FOXA in Q2 2019 and held it in 2 quarters. The position peaked at $1K in Q2 2019. 496 funds tracked by Wall St. Rank hold FOXA as of Q4 2019.

  • Litman Gregory Wealth Management reported no remaining Fox Class A position as of Q4 2019 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 13 Fox Class A shares in Q4 2019.
  • Litman Gregory Wealth Management first reported a position in Fox Class A in Q2 2019 and held it in 2 quarters.
  • Litman Gregory Wealth Management's Fox Class A position peaked at $1K in Q2 2019.
  • 496 funds tracked by Wall St. Rank held Fox Class A as of Q4 2019.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2019, filed 30 Jan 2020.