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Omnia Family Wealth’s News Corp Class A NWSA Stock Holding History

Omnia Family Wealth’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
2019
Q2 		– Sell
-604
Closed -$8K – 388
2019
Q1 		$8K Hold
604
– – ﹤0.01% 280
2018
Q4 		$7K Hold
604
– – ﹤0.01% 265
2018
Q3 		$8K Hold
604
– – ﹤0.01% 276
2018
Q2 		$9K Hold
604
– – ﹤0.01% 265
2018
Q1 		$10K Buy
604
+511
+549% +$8.4K ﹤0.01% 263
2017
Q4 		$2K Hold
93
– – ﹤0.01% 474
2017
Q3 		$1K Hold
93
– – ﹤0.01% 584
2017
Q2 		$1K Hold
93
– – ﹤0.01% 672
2017
Q1 		$1K Sell
93
-7,000
-99% -$87.7K ﹤0.01% 673
2016
Q4 		$81K Buy
+7,093
New +$87.7K 0.04% 138

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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Omnia Family Wealth's NWSA Position: Q2 2019 in Review

Omnia Family Wealth sold out of News Corp Class A (NWSA) in Q2 2019, closing a stake of 604 shares — an estimated $8K sold.

Omnia Family Wealth first reported a position in NWSA in Q4 2016 and held it in 10 quarters. The position peaked at $81K in Q4 2016. 353 funds tracked by Wall St. Rank hold NWSA as of Q2 2019.

  • Omnia Family Wealth reported no remaining News Corp Class A position as of Q2 2019 after selling out during the quarter.
  • Omnia Family Wealth sold 604 News Corp Class A shares in Q2 2019, an estimated $8K.
  • Omnia Family Wealth first reported a position in News Corp Class A in Q4 2016 and held it in 10 quarters.
  • Omnia Family Wealth's News Corp Class A position peaked at $81K in Q4 2016.
  • 353 funds tracked by Wall St. Rank held News Corp Class A as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.