TFO Wealth Partners’s Fox Class A FOXA Stock Holding History

TFO Wealth Partners’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 Q1	–	Sell	-12	Closed	-$356	–	857
2023 Q4	$356	Hold	12	–	–	﹤0.01%	452
2023 Q3	$408	Buy	+12	New	+$394	﹤0.01%	519

Other funds holding FOXA

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

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

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

IFP

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

TFO Wealth Partners sold out of Fox Class A (FOXA) in Q1 2024, closing a stake of 12 shares — an estimated $356 sold.

TFO Wealth Partners first reported a position in FOXA in Q3 2023 and held it in 2 quarters. The position peaked at $408 in Q3 2023. 505 funds tracked by Wall St. Rank hold FOXA as of Q1 2024.

TFO Wealth Partners reported no remaining Fox Class A position as of Q1 2024 after selling out during the quarter.
TFO Wealth Partners sold 12 Fox Class A shares in Q1 2024, an estimated $356.
TFO Wealth Partners first reported a position in Fox Class A in Q3 2023 and held it in 2 quarters.
TFO Wealth Partners's Fox Class A position peaked at $408 in Q3 2023.
505 funds tracked by Wall St. Rank held Fox Class A as of Q1 2024.

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