TFO Wealth Partners’s Fox Class B FOX Stock Holding History

TFO Wealth Partners’s Portfolio FOX Stock Details FOX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-6	Closed	-$166	–	856
2023 Q4	$166	Hold	6	–	–	﹤0.01%	693
2023 Q3	$191	Buy	+6	New	+$184	﹤0.01%	824

Other funds holding FOX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

YAM

Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

TFO Wealth Partners's FOX Position: Q1 2024 in Review

TFO Wealth Partners sold out of Fox Class B (FOX) in Q1 2024, closing a stake of 6 shares — an estimated $166 sold.

TFO Wealth Partners first reported a position in FOX in Q3 2023 and held it in 2 quarters. The position peaked at $191 in Q3 2023. 340 funds tracked by Wall St. Rank hold FOX as of Q1 2024.

TFO Wealth Partners reported no remaining Fox Class B position as of Q1 2024 after selling out during the quarter.
TFO Wealth Partners sold 6 Fox Class B shares in Q1 2024, an estimated $166.
TFO Wealth Partners first reported a position in Fox Class B in Q3 2023 and held it in 2 quarters.
TFO Wealth Partners's Fox Class B position peaked at $191 in Q3 2023.
340 funds tracked by Wall St. Rank held Fox Class B as of Q1 2024.

Based on TFO Wealth Partners's 13F filing for Q1 2024, filed 14 May 2024.