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Schechter Investment Advisors’s News Corp Class A NWSA Stock Holding History

Schechter Investment Advisors’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
2023
Q1 		– Sell
-11,109
Closed -$202K – 731
2022
Q4 		$202K Buy
+11,109
New +$193K 0.02% 763

Other funds holding NWSA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
MC
Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Schechter Investment Advisors's NWSA Position: Q1 2023 in Review

Schechter Investment Advisors sold out of News Corp Class A (NWSA) in Q1 2023, closing a stake of 11,109 shares — an estimated $202K sold.

Schechter Investment Advisors first reported a position in NWSA in Q4 2022 and held it in 1 quarter. The position peaked at $202K in Q4 2022. 403 funds tracked by Wall St. Rank hold NWSA as of Q1 2023.

  • Schechter Investment Advisors reported no remaining News Corp Class A position as of Q1 2023 after selling out during the quarter.
  • Schechter Investment Advisors sold 11,109 News Corp Class A shares in Q1 2023, an estimated $202K.
  • Schechter Investment Advisors first reported a position in News Corp Class A in Q4 2022 and held it in 1 quarter.
  • Schechter Investment Advisors's News Corp Class A position peaked at $202K in Q4 2022.
  • 403 funds tracked by Wall St. Rank held News Corp Class A as of Q1 2023.

Based on Schechter Investment Advisors's 13F filing for Q1 2023, filed 28 Apr 2023.