RWA Wealth Partners’s New York Times NYT Stock Holding History

RWA Wealth Partners’s Portfolio NYT Stock Details NYT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-3,723	Closed	-$207K	–	584
2024 Q3	$207K	Buy	+3,723	New	+$200K	﹤0.01%	539
2022 Q2	–	Sell	-4,367	Closed	-$200K	–	257
2022 Q1	$200K	Sell	4,367 -117	-3%	-$5.07K	0.01%	243
2021 Q4	$217K	Sell	4,484 -743	-14%	-$36.7K	0.01%	237
2021 Q3	$258K	Hold	5,227	–	–	0.02%	219
2021 Q2	$228K	Buy	5,227 +117	+2%	+$5.21K	0.02%	229
2021 Q1	$259K	Hold	5,110	–	–	0.02%	215
2020 Q4	$265K	Sell	5,110 -387	-7%	-$17.2K	0.02%	200
2020 Q3	$235K	Hold	5,497	–	–	0.02%	194
2020 Q2	$231K	Buy	+5,497	New	+$200K	0.03%	195
2019 Q3	–	Sell	-6,557	Closed	-$214K	–	240
2019 Q2	$214K	Sell	6,557 -790	-11%	-$26.3K	0.02%	212
2019 Q1	$241K	Buy	+7,347	New	+$218K	0.03%	206
2018 Q3	–	Sell	-7,347	Closed	-$190K	–	560
2018 Q2	$190K	Buy	+7,347	New	+$173K	0.02%	234

Other funds holding NYT

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Farallon Capital Management San Francisco, California $15.3B AUM 50.95% 1-Year Est. Return

Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Route One Investment Company San Francisco, California $2.28B AUM 11.7% 1-Year Est. Return