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UBP Investment Advisors’s News Corp Class A NWSA Stock Holding History

UBP Investment Advisors’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
2022
Q2 		– Sell
-20,254
Closed -$1.35M – 122
2022
Q1 		$1.35M Buy
20,254
+2,007
+11% +$44.4K 0.5% 40
2021
Q4 		$410K Buy
18,247
+315
+2% +$7.2K 0.15% 83
2021
Q3 		$420K Sell
17,932
-6,520
-27% -$154K 0.16% 84
2021
Q2 		$630K Buy
24,452
+1,078
+5% +$28.4K 0.23% 77
2021
Q1 		$590K Buy
+23,374
New +$524K 0.24% 68

Other funds holding NWSA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 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
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBP Investment Advisors's NWSA Position: Q2 2022 in Review

UBP Investment Advisors sold out of News Corp Class A (NWSA) in Q2 2022, closing a stake of 20,254 shares — an estimated $1.35M sold.

UBP Investment Advisors first reported a position in NWSA in Q1 2021 and held it in 5 quarters. The position peaked at $1.35M in Q1 2022. 415 funds tracked by Wall St. Rank hold NWSA as of Q2 2022.

  • UBP Investment Advisors reported no remaining News Corp Class A position as of Q2 2022 after selling out during the quarter.
  • UBP Investment Advisors sold 20,254 News Corp Class A shares in Q2 2022, an estimated $1.35M.
  • UBP Investment Advisors first reported a position in News Corp Class A in Q1 2021 and held it in 5 quarters.
  • UBP Investment Advisors's News Corp Class A position peaked at $1.35M in Q1 2022.
  • 415 funds tracked by Wall St. Rank held News Corp Class A as of Q2 2022.

Based on UBP Investment Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.