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

MorganRosel 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
2021
Q4 		– Sell
-35,144
Closed -$827K – 88
2021
Q3 		$827K Buy
35,144
+279
+0.8% +$6.6K 0.45% 43
2021
Q2 		$898K Buy
34,865
+643
+2% +$17K 0.5% 38
2021
Q1 		$870K Buy
+34,222
New +$767K 0.55% 38

Other funds holding NWSA

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 $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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

MorganRosel Wealth Management's NWSA Position: Q4 2021 in Review

MorganRosel Wealth Management sold out of News Corp Class A (NWSA) in Q4 2021, closing a stake of 35,144 shares — an estimated $827K sold.

MorganRosel Wealth Management first reported a position in NWSA in Q1 2021 and held it in 3 quarters. The position peaked at $898K in Q2 2021. 426 funds tracked by Wall St. Rank hold NWSA as of Q4 2021.

  • MorganRosel Wealth Management reported no remaining News Corp Class A position as of Q4 2021 after selling out during the quarter.
  • MorganRosel Wealth Management sold 35,144 News Corp Class A shares in Q4 2021, an estimated $827K.
  • MorganRosel Wealth Management first reported a position in News Corp Class A in Q1 2021 and held it in 3 quarters.
  • MorganRosel Wealth Management's News Corp Class A position peaked at $898K in Q2 2021.
  • 426 funds tracked by Wall St. Rank held News Corp Class A as of Q4 2021.

Based on MorganRosel Wealth Management's 13F filing for Q4 2021, filed 24 Jan 2022.