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Live Oak Private Wealth’s Fox Class B FOX Stock Holding History

Live Oak Private Wealth’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
2020
Q4 		– Sell
-24,244
Closed -$678K – 147
2020
Q3 		$678K Sell
24,244
-948
-4% -$25.2K 0.23% 75
2020
Q2 		$676K Buy
+25,192
New +$670K 0.25% 75

Other funds holding FOX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
YAM
Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Live Oak Private Wealth's FOX Position: Q4 2020 in Review

Live Oak Private Wealth sold out of Fox Class B (FOX) in Q4 2020, closing a stake of 24,244 shares — an estimated $678K sold.

Live Oak Private Wealth first reported a position in FOX in Q2 2020 and held it in 2 quarters. The position peaked at $678K in Q3 2020. 328 funds tracked by Wall St. Rank hold FOX as of Q4 2020.

  • Live Oak Private Wealth reported no remaining Fox Class B position as of Q4 2020 after selling out during the quarter.
  • Live Oak Private Wealth sold 24,244 Fox Class B shares in Q4 2020, an estimated $678K.
  • Live Oak Private Wealth first reported a position in Fox Class B in Q2 2020 and held it in 2 quarters.
  • Live Oak Private Wealth's Fox Class B position peaked at $678K in Q3 2020.
  • 328 funds tracked by Wall St. Rank held Fox Class B as of Q4 2020.

Based on Live Oak Private Wealth's 13F filing for Q4 2020, filed 26 Jan 2021.