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MPS Loria Financial Planners’s News Corp Class A NWSA Stock Holding History

MPS Loria Financial Planners’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
Q2 		– Sell
-63
Closed -$1K – 428
2021
Q1 		$1K Hold
63
– – ﹤0.01% 524
2020
Q4 		$1K Buy
+63
New +$1.02K ﹤0.01% 562

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 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
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
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MPS Loria Financial Planners's NWSA Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of News Corp Class A (NWSA) in Q2 2021, closing a stake of 63 shares — an estimated $1K sold.

MPS Loria Financial Planners first reported a position in NWSA in Q4 2020 and held it in 2 quarters. The position peaked at $1K in Q1 2021. 435 funds tracked by Wall St. Rank hold NWSA as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining News Corp Class A position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 63 News Corp Class A shares in Q2 2021, an estimated $1K.
  • MPS Loria Financial Planners first reported a position in News Corp Class A in Q4 2020 and held it in 2 quarters.
  • MPS Loria Financial Planners's News Corp Class A position peaked at $1K in Q1 2021.
  • 435 funds tracked by Wall St. Rank held News Corp Class A as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.