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SYSTM Wealth Solutions’s Fox Class A FOXA Stock Holding History

SYSTM Wealth Solutions’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
2024
Q3 		– Sell
-109
Closed -$3.75K – 294
2024
Q2 		$3.75K Hold
109
– – ﹤0.01% 587
2024
Q1 		$3.41K Hold
109
– – ﹤0.01% 859
2023
Q4 		$3.23K Buy
+109
New +$3.3K ﹤0.01% 909

Other funds holding FOXA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SYSTM Wealth Solutions's FOXA Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Fox Class A (FOXA) in Q3 2024, closing a stake of 109 shares — an estimated $3.75K sold.

SYSTM Wealth Solutions first reported a position in FOXA in Q4 2023 and held it in 3 quarters. The position peaked at $3.75K in Q2 2024. 524 funds tracked by Wall St. Rank hold FOXA as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Fox Class A position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 109 Fox Class A shares in Q3 2024, an estimated $3.75K.
  • SYSTM Wealth Solutions first reported a position in Fox Class A in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's Fox Class A position peaked at $3.75K in Q2 2024.
  • 524 funds tracked by Wall St. Rank held Fox Class A as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.