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Next Financial Group’s News Corp Class A NWSA Stock Holding History

Next Financial Group’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 		$10K Buy
477
+274
+135% +$6.26K ﹤0.01% 2186
2021
Q3 		$5K Sell
203
-186
-48% -$4.4K ﹤0.01% 2266
2021
Q2 		$10K Buy
389
+372
+2,188% +$9.81K ﹤0.01% 1993
2021
Q1 		$0 Hold
17
– – ﹤0.01% 2608
2020
Q4 		$0 Hold
17
– – ﹤0.01% 2391
2020
Q3 		$0 Buy
+17
New +$237 ﹤0.01% 2201
2020
Q1 		– Sell
-131
Closed -$2K – 2322
2019
Q4 		$2K Sell
131
-10,688
-99% -$144K ﹤0.01% 2195
2019
Q3 		$150K Buy
10,819
+10,808
+98,255% +$148K 0.02% 769
2019
Q2 		$0 Hold
11
– – ﹤0.01% 2361
2019
Q1 		$0 Sell
11
-13
-54% -$164 ﹤0.01% 1971
2018
Q4 		$0 Hold
24
– – ﹤0.01% 2051
2018
Q3 		$0 Buy
+24
New +$337 ﹤0.01% 1505
2017
Q4 		– Sell
-16
Closed – – 1021
2017
Q3 		$0 Sell
16
-14
-47% -$189 ﹤0.01% 1901
2017
Q2 		$0 Buy
+30
New +$392 ﹤0.01% 1958
2017
Q1 		– Sell
-51
Closed -$1K – 2157
2016
Q4 		$1K Hold
51
– – ﹤0.01% 2299
2016
Q3 		$1K Buy
51
+21
+70% +$277 ﹤0.01% 2293
2016
Q2 		$0 Buy
30
+3
+11% +$36 ﹤0.01% 1820
2016
Q1 		$0 Hold
27
– – ﹤0.01% 1818
2015
Q4 		$0 Hold
27
– – ﹤0.01% 1900
2015
Q3 		$0 Hold
27
– – ﹤0.01% 1919
2015
Q2 		$0 Hold
27
– – ﹤0.01% 1922
2015
Q1 		$0 Sell
27
-60
-69% -$971 ﹤0.01% 1924
2014
Q4 		$1K Hold
87
– – ﹤0.01% 1823
2014
Q3 		$1K Buy
+87
New +$1.53K ﹤0.01% 2435

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

Next Financial Group's NWSA Position: Q4 2021 in Review

Next Financial Group increased its News Corp Class A (NWSA) stake by 135% in Q4 2021, buying an estimated $6.26K and bringing the position to 477 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #2186.

Next Financial Group first reported a position in NWSA in Q3 2014 and has held it in 24 quarters since. The position peaked at $150K in Q3 2019. 426 funds tracked by Wall St. Rank hold NWSA as of Q4 2021.

  • Next Financial Group held 477 shares of News Corp Class A worth $10K as of Q4 2021.
  • Next Financial Group bought 274 News Corp Class A shares in Q4 2021, an estimated $6.26K.
  • News Corp Class A made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2186 holding.
  • Next Financial Group first reported a position in News Corp Class A in Q3 2014 and has held it in 24 quarters since.
  • Next Financial Group's News Corp Class A position peaked at $150K in Q3 2019.
  • 426 funds tracked by Wall St. Rank held News Corp Class A as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.