TCI Wealth Advisors’s News Corp Class A NWSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-107
| Closed | -$1.85K | – | 1545 |
|
|
2023
Q1 | $1.85K | Buy |
107
+2
| +2% | +$37 | ﹤0.01% | 1988 |
|
|
2022
Q4 | $1.91K | Hold |
105
| – | – | ﹤0.01% | 1988 |
|
|
2022
Q3 | $2K | Buy |
105
+18
| +21% | +$302 | ﹤0.01% | 1962 |
|
|
2022
Q2 | $1K | Sell |
87
-1
| -1% | -$18 | ﹤0.01% | 2174 |
|
|
2022
Q1 | $2K | Sell |
88
-297
| -77% | -$6.57K | ﹤0.01% | 2007 |
|
|
2021
Q4 | $9K | Buy |
385
+94
| +32% | +$2.15K | ﹤0.01% | 1270 |
|
|
2021
Q3 | $7K | Buy |
291
+27
| +10% | +$639 | ﹤0.01% | 1373 |
|
|
2021
Q2 | $7K | Buy |
264
+45
| +21% | +$1.19K | ﹤0.01% | 1224 |
|
|
2021
Q1 | $6K | Buy |
219
+134
| +158% | +$3K | ﹤0.01% | 1163 |
|
|
2020
Q4 | $2K | Hold |
85
| – | – | ﹤0.01% | 1246 |
|
|
2020
Q3 | $1K | Hold |
85
| – | – | ﹤0.01% | 1377 |
|
|
2020
Q2 | $1K | Sell |
85
-12
| -12% | -$128 | ﹤0.01% | 1300 |
|
|
2020
Q1 | $1K | Buy |
97
+29
| +43% | +$366 | ﹤0.01% | 1297 |
|
|
2019
Q4 | $1K | Hold |
68
| – | – | ﹤0.01% | 1393 |
|
|
2019
Q3 | $1K | Hold |
68
| – | – | ﹤0.01% | 1346 |
|
|
2019
Q2 | $1K | Sell |
68
-30
| -31% | -$367 | ﹤0.01% | 1260 |
|
|
2019
Q1 | $1K | Hold |
98
| – | – | ﹤0.01% | 1272 |
|
|
2018
Q4 | $1K | Buy |
98
+30
| +44% | +$384 | ﹤0.01% | 1270 |
|
|
2018
Q3 | $1K | Sell |
68
-15
| -18% | -$210 | ﹤0.01% | 1285 |
|
|
2018
Q2 | $1K | Buy |
83
+15
| +22% | +$237 | ﹤0.01% | 1341 |
|
|
2018
Q1 | $1K | Hold |
68
| – | – | ﹤0.01% | 1188 |
|
|
2017
Q4 | $1K | Hold |
68
| – | – | ﹤0.01% | 1237 |
|
|
2017
Q3 | $1K | Hold |
68
| – | – | ﹤0.01% | 1166 |
|
|
2017
Q2 | $1K | Hold |
68
| – | – | ﹤0.01% | 1182 |
|
|
2017
Q1 | $1K | Hold |
68
| – | – | ﹤0.01% | 1135 |
|
|
2016
Q4 | $1K | Hold |
68
| – | – | ﹤0.01% | 1204 |
|
|
2016
Q3 | $1K | Hold |
68
| – | – | ﹤0.01% | 1175 |
|
|
2016
Q2 | $1K | Buy |
+68
| New | +$819 | ﹤0.01% | 1112 |
|
|
2016
Q1 | – | Sell |
-288
| Closed | -$4K | – | 1385 |
|
|
2015
Q4 | $4K | Buy |
288
+220
| +324% | +$3.11K | ﹤0.01% | 752 |
|
|
2015
Q3 | $1K | Hold |
68
| – | – | ﹤0.01% | 906 |
|
|
2015
Q2 | $1K | Hold |
68
| – | – | ﹤0.01% | 897 |
|
|
2015
Q1 | $1K | Hold |
68
| – | – | ﹤0.01% | 820 |
|
|
2014
Q4 | $1K | Hold |
68
| – | – | ﹤0.01% | 819 |
|
|
2014
Q3 | $1K | Hold |
68
| – | – | ﹤0.01% | 820 |
|
|
2014
Q2 | $1K | Sell |
68
-3
| -4% | -$52 | ﹤0.01% | 835 |
|
|
2014
Q1 | $1K | Buy |
+71
| New | +$1.23K | ﹤0.01% | 808 |
|
Other funds holding NWSA
IFP
YAM
BAM
MC
TCI Wealth Advisors's NWSA Position: Q2 2023 in Review
TCI Wealth Advisors sold out of News Corp Class A (NWSA) in Q2 2023, closing a stake of 107 shares — an estimated $1.85K sold.
TCI Wealth Advisors first reported a position in NWSA in Q1 2014 and held it in 36 quarters. The position peaked at $9K in Q4 2021. 391 funds tracked by Wall St. Rank hold NWSA as of Q2 2023.
- TCI Wealth Advisors reported no remaining News Corp Class A position as of Q2 2023 after selling out during the quarter.
- TCI Wealth Advisors sold 107 News Corp Class A shares in Q2 2023, an estimated $1.85K.
- TCI Wealth Advisors first reported a position in News Corp Class A in Q1 2014 and held it in 36 quarters.
- TCI Wealth Advisors's News Corp Class A position peaked at $9K in Q4 2021.
- 391 funds tracked by Wall St. Rank held News Corp Class A as of Q2 2023.
Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.