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Prospera Financial Services’s Fox Class A FOXA Stock Holding History

Prospera Financial Services’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
2023
Q2 		– Sell
-102,688
Closed -$3.5M – 1034
2023
Q1 		$3.5M Buy
102,688
+93,726
+1,046% +$3.17M 0.14% 175
2022
Q4 		$272K Buy
8,962
+951
+12% +$29K 0.01% 747
2022
Q3 		$246K Buy
8,011
+1,317
+20% +$44.6K 0.01% 713
2022
Q2 		$215K Buy
6,694
+506
+8% +$17.8K 0.01% 717
2022
Q1 		$244K Sell
6,188
-5
-0.1% -$203 0.01% 815
2021
Q4 		$229K Buy
+6,193
New +$244K 0.01% 794
2021
Q3 		– Sell
-48,837
Closed -$1.81M – 810
2021
Q2 		$1.81M Buy
+48,837
New +$1.83M 0.09% 264

Other funds holding FOXA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Group
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Prospera Financial Services's FOXA Position: Q2 2023 in Review

Prospera Financial Services sold out of Fox Class A (FOXA) in Q2 2023, closing a stake of 102,688 shares — an estimated $3.5M sold.

Prospera Financial Services first reported a position in FOXA in Q2 2021 and held it in 7 quarters. The position peaked at $3.5M in Q1 2023. 523 funds tracked by Wall St. Rank hold FOXA as of Q2 2023.

  • Prospera Financial Services reported no remaining Fox Class A position as of Q2 2023 after selling out during the quarter.
  • Prospera Financial Services sold 102,688 Fox Class A shares in Q2 2023, an estimated $3.5M.
  • Prospera Financial Services first reported a position in Fox Class A in Q2 2021 and held it in 7 quarters.
  • Prospera Financial Services's Fox Class A position peaked at $3.5M in Q1 2023.
  • 523 funds tracked by Wall St. Rank held Fox Class A as of Q2 2023.

Based on Prospera Financial Services's 13F filing for Q2 2023, filed 8 Aug 2023.