OPS
FOXA icon

Orion Portfolio Solutions’s Fox Class A FOXA Stock Holding History

Orion Portfolio Solutions’s Portfolio FOXA Stock Details FOXA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-12,260
Closed -$383K – 1738
2024
Q1 		$383K Sell
12,260
-1,827
-13% -$55.5K ﹤0.01% 1377
2023
Q4 		$430K Sell
14,087
-13,217
-48% -$400K 0.01% 1269
2023
Q3 		$852K Sell
27,304
-3,224
-11% -$106K 0.01% 995
2023
Q2 		$1.04M Sell
30,528
-941
-3% -$30.8K 0.01% 940
2023
Q1 		$1.07M Buy
+31,469
New +$1.06M 0.01% 843
2020
Q3 		– Sell
-1,082
Closed -$29K – 999
2020
Q2 		$29K Sell
1,082
-79
-7% -$2.13K ﹤0.01% 844
2020
Q1 		$27K Buy
1,161
+718
+162% +$23.6K ﹤0.01% 749
2019
Q4 		$16K Buy
+443
New +$15.2K ﹤0.01% 837

Other funds holding FOXA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return