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Valeo Financial Advisors’s Fox Class A FOXA Stock Holding History

Valeo Financial 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
2021
Q2 		– Sell
-1,065
Closed -$38K – 988
2021
Q1 		$38K Buy
1,065
+1,000
+1,538% +$35K ﹤0.01% 971
2020
Q4 		$2K Sell
65
-551
-89% -$15.4K ﹤0.01% 1513
2020
Q3 		$17K Sell
616
-517
-46% -$13.7K ﹤0.01% 953
2020
Q2 		$30K Buy
1,133
+729
+180% +$19.7K ﹤0.01% 921
2020
Q1 		$10K Buy
404
+217
+116% +$7.14K ﹤0.01% 1092
2019
Q4 		$7K Buy
+187
New +$6.4K ﹤0.01% 1195

Other funds holding FOXA

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return