TCI Wealth Advisors’s Fox Class A FOXA Stock Holding History

TCI Wealth Advisors’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
2023 Q2	–	Sell	-15	Closed	-$511	–	954
2023 Q1	$511	Buy	15 +4	+36%	+$135	﹤0.01%	2216
2022 Q4	$334	Sell	11 -66	-86%	-$2.01K	﹤0.01%	2269
2022 Q3	$2K	Buy	77 +11	+17%	+$372	﹤0.01%	1929
2022 Q2	$2K	Sell	66 -253	-79%	-$8.9K	﹤0.01%	1992
2022 Q1	$13K	Buy	319 +39	+14%	+$1.58K	﹤0.01%	925
2021 Q4	$10K	Sell	280 -8	-3%	-$315	﹤0.01%	1159
2021 Q3	$12K	Buy	288 +68	+31%	+$2.5K	﹤0.01%	974
2021 Q2	$8K	Buy	220 +140	+175%	+$5.25K	﹤0.01%	1102
2021 Q1	$3K	Buy	80 +11	+16%	+$385	﹤0.01%	1520
2020 Q4	$2K	Buy	+69	New	+$1.93K	﹤0.01%	1207
2020 Q2	–	Sell	-10	Closed	–	–	1525
2020 Q1	$0	Sell	10 -1,022	-99%	-$33.6K	﹤0.01%	1565
2019 Q4	$38K	Buy	+1,032	New	+$35.3K	0.01%	435
2019 Q2	–	Sell	-256	Closed	-$9K	–	1467
2019 Q1	$9K	Buy	+256	New	+$9.97K	﹤0.01%	649

Other funds holding FOXA

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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)

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

LSV Asset Management

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Geode Capital Management

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

Bank of America

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