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SOA Wealth Advisors’s News Corp Class A NWSA Stock Holding History

SOA Wealth 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
2022
Q3 		– Sell
-7
Closed – – 935
2022
Q2 		$0 Sell
7
-21
-75% -$386 ﹤0.01% 959
2022
Q1 		$0 Hold
28
– – ﹤0.01% 973
2021
Q4 		$0 Hold
28
– – ﹤0.01% 949
2021
Q3 		$0 Hold
28
– – ﹤0.01% 962
2021
Q2 		$0 Buy
28
+10
+56% +$264 ﹤0.01% 940
2021
Q1 		$0 Sell
18
-12
-40% -$269 ﹤0.01% 890
2020
Q4 		$0 Buy
+30
New +$484 ﹤0.01% 860

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

SOA Wealth Advisors's NWSA Position: Q3 2022 in Review

SOA Wealth Advisors sold out of News Corp Class A (NWSA) in Q3 2022, closing a stake of 7 shares.

SOA Wealth Advisors first reported a position in NWSA in Q4 2020 and held it in 7 quarters. The position peaked at $0 in Q2 2022. 401 funds tracked by Wall St. Rank hold NWSA as of Q3 2022.

  • SOA Wealth Advisors reported no remaining News Corp Class A position as of Q3 2022 after selling out during the quarter.
  • SOA Wealth Advisors sold 7 News Corp Class A shares in Q3 2022.
  • SOA Wealth Advisors first reported a position in News Corp Class A in Q4 2020 and held it in 7 quarters.
  • SOA Wealth Advisors's News Corp Class A position peaked at $0 in Q2 2022.
  • 401 funds tracked by Wall St. Rank held News Corp Class A as of Q3 2022.

Based on SOA Wealth Advisors's 13F filing for Q3 2022, filed 7 Oct 2022.