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

Sutton 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
2023 Q3	$2.85K	Buy	142 +87	+158%	+$1.76K	﹤0.01%	671
2023 Q2	$1.07K	Hold	55	–	–	﹤0.01%	773
2023 Q1	$950	Sell	55 -297	-84%	-$5.43K	﹤0.01%	734
2022 Q4	$6.41K	Hold	352	–	–	﹤0.01%	1061
2022 Q3	$5.32K	Sell	352 -251	-42%	-$4.21K	﹤0.01%	1062
2022 Q2	$9.39K	Buy	603 +251	+71%	+$4.61K	﹤0.01%	919
2022 Q1	$7.8K	Hold	352	–	–	﹤0.01%	1009
2021 Q4	$7.85K	Sell	352 -6	-2%	-$137	﹤0.01%	1003
2021 Q3	$8.42K	Buy	358 +6	+2%	+$142	﹤0.01%	965
2021 Q2	$9.07K	Hold	352	–	–	﹤0.01%	937
2021 Q1	$8.95K	Hold	352	–	–	﹤0.01%	916
2020 Q4	$6.33K	Hold	352	–	–	﹤0.01%	933
2020 Q3	$4.93K	Hold	352	–	–	﹤0.01%	927
2020 Q2	$4.17K	Hold	352	–	–	﹤0.01%	953
2020 Q1	$3.16K	Hold	352	–	–	﹤0.01%	960
2019 Q4	$4.98K	Hold	352	–	–	﹤0.01%	950
2019 Q3	$4.9K	Hold	352	–	–	﹤0.01%	952
2019 Q2	$4.75K	Hold	352	–	–	﹤0.01%	944
2019 Q1	$4.38K	Hold	352	–	–	﹤0.01%	961
2018 Q4	$4K	Hold	352	–	–	﹤0.01%	916
2018 Q3	$4.64K	Hold	352	–	–	﹤0.01%	903
2018 Q2	$5.46K	Hold	352	–	–	﹤0.01%	912
2018 Q1	$5.56K	Hold	352	–	–	﹤0.01%	908
2017 Q4	$5.71K	Hold	352	–	–	﹤0.01%	875
2017 Q3	$4.67K	Hold	352	–	–	﹤0.01%	884
2017 Q2	$4.82K	Hold	352	–	–	﹤0.01%	883
2017 Q1	$4.58K	Hold	352	–	–	﹤0.01%	859
2016 Q4	$4.03K	Hold	352	–	–	﹤0.01%	870
2016 Q3	$4.92K	Hold	352	–	–	﹤0.01%	818
2016 Q2	$4K	Hold	352	–	–	﹤0.01%	833
2016 Q1	$4.5K	Buy	+352	New	+$4.17K	﹤0.01%	767

Other funds holding NWSA

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

YAM

Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

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

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

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

Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return

Sutton Wealth Advisors's NWSA Position: Q3 2023 in Review

Sutton Wealth Advisors increased its News Corp Class A (NWSA) stake by 158% in Q3 2023, buying an estimated $1.76K and bringing the position to 142 shares worth $2.85K. The position accounts for ﹤0.01% of the portfolio, ranked #671.

Sutton Wealth Advisors first reported a position in NWSA in Q1 2016 and has held it in 31 quarters since. The position peaked at $9.39K in Q2 2022. 402 funds tracked by Wall St. Rank hold NWSA as of Q3 2023.

Sutton Wealth Advisors held 142 shares of News Corp Class A worth $2.85K as of Q3 2023.
Sutton Wealth Advisors bought 87 News Corp Class A shares in Q3 2023, an estimated $1.76K.
News Corp Class A made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #671 holding.
Sutton Wealth Advisors first reported a position in News Corp Class A in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's News Corp Class A position peaked at $9.39K in Q2 2022.
402 funds tracked by Wall St. Rank held News Corp Class A as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.