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Selective Wealth Management’s Fox Class A FOXA Stock Holding History

Selective Wealth Management’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
2022
Q4 		– Sell
-166
Closed -$5K – 333
2022
Q3 		$5K Hold
166
– – ﹤0.01% 589
2022
Q2 		$5K Hold
166
– – ﹤0.01% 623
2022
Q1 		$7K Hold
166
– – ﹤0.01% 574
2021
Q4 		$6K Hold
166
– – ﹤0.01% 530
2021
Q3 		$7K Buy
+166
New +$6.11K ﹤0.01% 463

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 $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Selective Wealth Management's FOXA Position: Q4 2022 in Review

Selective Wealth Management sold out of Fox Class A (FOXA) in Q4 2022, closing a stake of 166 shares — an estimated $5K sold.

Selective Wealth Management first reported a position in FOXA in Q3 2021 and held it in 5 quarters. The position peaked at $7K in Q1 2022. 547 funds tracked by Wall St. Rank hold FOXA as of Q4 2022.

  • Selective Wealth Management reported no remaining Fox Class A position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 166 Fox Class A shares in Q4 2022, an estimated $5K.
  • Selective Wealth Management first reported a position in Fox Class A in Q3 2021 and held it in 5 quarters.
  • Selective Wealth Management's Fox Class A position peaked at $7K in Q1 2022.
  • 547 funds tracked by Wall St. Rank held Fox Class A as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.