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SYSTM Wealth Solutions’s News Corp Class A NWSA Stock Holding History

SYSTM Wealth Solutions’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
2024
Q3 		– Sell
-152
Closed -$4.19K – 458
2024
Q2 		$4.19K Hold
152
– – ﹤0.01% 580
2024
Q1 		$4K Sell
152
-68
-31% -$1.73K ﹤0.01% 846
2023
Q4 		$5.4K Buy
+220
New +$4.78K ﹤0.01% 882

Other funds holding NWSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

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

SYSTM Wealth Solutions sold out of News Corp Class A (NWSA) in Q3 2024, closing a stake of 152 shares — an estimated $4.19K sold.

SYSTM Wealth Solutions first reported a position in NWSA in Q4 2023 and held it in 3 quarters. The position peaked at $5.4K in Q4 2023. 500 funds tracked by Wall St. Rank hold NWSA as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining News Corp Class A position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 152 News Corp Class A shares in Q3 2024, an estimated $4.19K.
  • SYSTM Wealth Solutions first reported a position in News Corp Class A in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's News Corp Class A position peaked at $5.4K in Q4 2023.
  • 500 funds tracked by Wall St. Rank held News Corp Class A as of Q3 2024.

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