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Selective Wealth Management’s News Corp Class A NWSA Stock Holding History

Selective Wealth Management’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
2022
Q2 		– Sell
-255
Closed -$6K – 811
2022
Q1 		$6K Hold
255
– – ﹤0.01% 588
2021
Q4 		$6K Hold
255
– – ﹤0.01% 537
2021
Q3 		$6K Buy
+255
New +$6.04K ﹤0.01% 479

Other funds holding NWSA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Selective Wealth Management's NWSA Position: Q2 2022 in Review

Selective Wealth Management sold out of News Corp Class A (NWSA) in Q2 2022, closing a stake of 255 shares — an estimated $6K sold.

Selective Wealth Management first reported a position in NWSA in Q3 2021 and held it in 3 quarters. The position peaked at $6K in Q1 2022. 415 funds tracked by Wall St. Rank hold NWSA as of Q2 2022.

  • Selective Wealth Management reported no remaining News Corp Class A position as of Q2 2022 after selling out during the quarter.
  • Selective Wealth Management sold 255 News Corp Class A shares in Q2 2022, an estimated $6K.
  • Selective Wealth Management first reported a position in News Corp Class A in Q3 2021 and held it in 3 quarters.
  • Selective Wealth Management's News Corp Class A position peaked at $6K in Q1 2022.
  • 415 funds tracked by Wall St. Rank held News Corp Class A as of Q2 2022.

Based on Selective Wealth Management's 13F filing for Q2 2022, filed 28 Jul 2022.