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Regent Peak Wealth Advisors’s Fox Class A FOXA Stock Holding History

Regent Peak Wealth Advisors’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
2021
Q1 		– Sell
-317
Closed -$9K – 449
2020
Q4 		$9K Buy
+317
New +$8.85K ﹤0.01% 569

Other funds holding FOXA

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
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
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
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.53B AUM 0.87% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Regent Peak Wealth Advisors's FOXA Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Fox Class A (FOXA) in Q1 2021, closing a stake of 317 shares — an estimated $9K sold.

Regent Peak Wealth Advisors first reported a position in FOXA in Q4 2020 and held it in 1 quarter. The position peaked at $9K in Q4 2020. 513 funds tracked by Wall St. Rank hold FOXA as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Fox Class A position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 317 Fox Class A shares in Q1 2021, an estimated $9K.
  • Regent Peak Wealth Advisors first reported a position in Fox Class A in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Fox Class A position peaked at $9K in Q4 2020.
  • 513 funds tracked by Wall St. Rank held Fox Class A as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.