Precision Wealth Strategies’s News Corp Class A NWSA Stock Holding History

Precision Wealth Strategies’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
2024 Q1	–	Sell	-15,087	Closed	-$370K	–	115
2023 Q4	$370K	Sell	15,087 -231	-2%	-$5.02K	0.36%	52
2023 Q3	$307K	Buy	+15,318	New	+$311K	0.33%	56
2022 Q3	–	Sell	-24,743	Closed	-$383K	–	143
2022 Q2	$383K	Sell	24,743 -4,313	-15%	-$79.3K	0.3%	72
2022 Q1	$644K	Sell	29,056 -9,382	-24%	-$207K	0.38%	52
2021 Q4	$858K	Buy	38,438 +12,080	+46%	+$276K	0.62%	32
2021 Q3	$620K	Buy	26,358 +10,458	+66%	+$248K	0.48%	47
2021 Q2	$410K	Buy	+15,900	New	+$419K	0.35%	48

Other funds holding NWSA

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

YAM

Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return

Precision Wealth Strategies's NWSA Position: Q1 2024 in Review

Precision Wealth Strategies sold out of News Corp Class A (NWSA) in Q1 2024, closing a stake of 15,087 shares — an estimated $370K sold.

Precision Wealth Strategies first reported a position in NWSA in Q2 2021 and held it in 7 quarters. The position peaked at $858K in Q4 2021. 462 funds tracked by Wall St. Rank hold NWSA as of Q1 2024.

Precision Wealth Strategies reported no remaining News Corp Class A position as of Q1 2024 after selling out during the quarter.
Precision Wealth Strategies sold 15,087 News Corp Class A shares in Q1 2024, an estimated $370K.
Precision Wealth Strategies first reported a position in News Corp Class A in Q2 2021 and held it in 7 quarters.
Precision Wealth Strategies's News Corp Class A position peaked at $858K in Q4 2021.
462 funds tracked by Wall St. Rank held News Corp Class A as of Q1 2024.

Based on Precision Wealth Strategies's 13F filing for Q1 2024, filed 1 May 2024.