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Private Wealth Management Group’s Fox Class A FOXA Stock Holding History

Private Wealth Management Group’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
Q1 		– Sell
-87
Closed -$2.58K – 1532
2023
Q4 		$2.58K Buy
+87
New +$2.63K ﹤0.01% 869

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
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 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

Private Wealth Management Group's FOXA Position: Q1 2024 in Review

Private Wealth Management Group sold out of Fox Class A (FOXA) in Q1 2024, closing a stake of 87 shares — an estimated $2.58K sold.

Private Wealth Management Group first reported a position in FOXA in Q4 2023 and held it in 1 quarter. The position peaked at $2.58K in Q4 2023. 504 funds tracked by Wall St. Rank hold FOXA as of Q1 2024.

  • Private Wealth Management Group reported no remaining Fox Class A position as of Q1 2024 after selling out during the quarter.
  • Private Wealth Management Group sold 87 Fox Class A shares in Q1 2024, an estimated $2.58K.
  • Private Wealth Management Group first reported a position in Fox Class A in Q4 2023 and held it in 1 quarter.
  • Private Wealth Management Group's Fox Class A position peaked at $2.58K in Q4 2023.
  • 504 funds tracked by Wall St. Rank held Fox Class A as of Q1 2024.

Based on Private Wealth Management Group's 13F filing for Q1 2024, filed 30 Apr 2024.