SWA
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SOA Wealth Advisors’s News Corp Class B NWS Stock Holding History

SOA Wealth Advisors’s Portfolio NWS Stock Details NWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-15
Closed – – 958
2022
Q1 		$0 Hold
15
– – ﹤0.01% 972
2021
Q4 		$0 Hold
15
– – ﹤0.01% 948
2021
Q3 		$0 Hold
15
– – ﹤0.01% 961
2021
Q2 		$0 Buy
15
+5
+50% +$124 ﹤0.01% 939
2021
Q1 		$0 Sell
10
-3
-23% -$65 ﹤0.01% 889
2020
Q4 		$0 Buy
+13
New +$209 ﹤0.01% 859

Other funds holding NWS

IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
SL
SOF Ltd George Town, Cayman Islands $279M AUM 6.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MC
Metropolis Capital Amersham, United Kingdom $2.96B AUM 16.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
NRCM
Northern Right Capital Management Darien, Connecticut $281M AUM 56.22% 1-Year Est. Return

SOA Wealth Advisors's NWS Position: Q2 2022 in Review

SOA Wealth Advisors sold out of News Corp Class B (NWS) in Q2 2022, closing a stake of 15 shares.

SOA Wealth Advisors first reported a position in NWS in Q4 2020 and held it in 6 quarters. The position peaked at $0 in Q1 2022. 220 funds tracked by Wall St. Rank hold NWS as of Q2 2022.

  • SOA Wealth Advisors reported no remaining News Corp Class B position as of Q2 2022 after selling out during the quarter.
  • SOA Wealth Advisors sold 15 News Corp Class B shares in Q2 2022.
  • SOA Wealth Advisors first reported a position in News Corp Class B in Q4 2020 and held it in 6 quarters.
  • SOA Wealth Advisors's News Corp Class B position peaked at $0 in Q1 2022.
  • 220 funds tracked by Wall St. Rank held News Corp Class B as of Q2 2022.

Based on SOA Wealth Advisors's 13F filing for Q2 2022, filed 13 Jul 2022.