SOA Wealth Advisors’s Fox Class A FOXA Stock Holding History

SOA 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
2026 Q1	$62	Hold	1	–	–	﹤0.01%	847
2025 Q4	$77	Hold	1	–	–	﹤0.01%	839
2025 Q3	$67	Hold	1	–	–	﹤0.01%	867
2025 Q2	$59	Sell	1 -38	-97%	-$2K	﹤0.01%	855
2025 Q1	$2.21K	Hold	39	–	–	﹤0.01%	693
2024 Q4	$1.9K	Hold	39	–	–	﹤0.01%	693
2024 Q3	$1.65K	Hold	39	–	–	﹤0.01%	687
2024 Q2	$1.34K	Sell	39 -2	-5%	-$65	﹤0.01%	707
2024 Q1	$1.28K	Hold	41	–	–	﹤0.01%	747
2023 Q4	$1.22K	Hold	41	–	–	﹤0.01%	743
2023 Q3	$1.28K	Hold	41	–	–	﹤0.01%	746
2023 Q2	$1.4K	Hold	41	–	–	﹤0.01%	753
2023 Q1	$1.4K	Hold	41	–	–	﹤0.01%	761
2022 Q4	$1.25K	Sell	41 -2	-5%	-$61	﹤0.01%	777
2022 Q3	$1K	Sell	43 -5	-10%	-$169	﹤0.01%	766
2022 Q2	$1K	Sell	48 -414	-90%	-$14.6K	﹤0.01%	751
2022 Q1	$18K	Hold	462	–	–	﹤0.01%	485
2021 Q4	$17K	Hold	462	–	–	﹤0.01%	471
2021 Q3	$18K	Sell	462 -45	-9%	-$1.66K	﹤0.01%	475
2021 Q2	$18K	Buy	507 +421	+490%	+$15.8K	﹤0.01%	475
2021 Q1	$3K	Buy	86 +60	+231%	+$2.1K	﹤0.01%	675
2020 Q4	$0	Buy	+26	New	+$726	﹤0.01%	820

Other funds holding FOXA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return

Geode Capital Management

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

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return