Summit Wealth Group’s Fox Class A FOXA Stock Holding History

Summit Wealth Group’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
2021 Q3	–	Sell	-8	Closed	–	–	117
2021 Q2	$0	Hold	8	–	–	﹤0.01%	204
2021 Q1	$0	Buy	+8	New	+$280	﹤0.01%	194

Other funds holding FOXA

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

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

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

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Summit Wealth Group's FOXA Position: Q3 2021 in Review

Summit Wealth Group sold out of Fox Class A (FOXA) in Q3 2021, closing a stake of 8 shares.

Summit Wealth Group first reported a position in FOXA in Q1 2021 and held it in 2 quarters. The position peaked at $0 in Q2 2021. 506 funds tracked by Wall St. Rank hold FOXA as of Q3 2021.

Summit Wealth Group reported no remaining Fox Class A position as of Q3 2021 after selling out during the quarter.
Summit Wealth Group sold 8 Fox Class A shares in Q3 2021.
Summit Wealth Group first reported a position in Fox Class A in Q1 2021 and held it in 2 quarters.
Summit Wealth Group's Fox Class A position peaked at $0 in Q2 2021.
506 funds tracked by Wall St. Rank held Fox Class A as of Q3 2021.

Based on Summit Wealth Group's 13F filing for Q3 2021, filed 12 Nov 2021.