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Valeo Financial Advisors’s News Corp Class A NWSA Stock Holding History

Valeo Financial 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
2020
Q3 		– Sell
-39
Closed – – 1971
2020
Q2 		$0 Buy
+39
New +$417 ﹤0.01% 2119
2018
Q4 		– Sell
-102
Closed -$1K – 1649
2018
Q3 		$1K Hold
102
– – ﹤0.01% 1653
2018
Q2 		$1K Buy
+102
New +$1.61K ﹤0.01% 1492

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
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Valeo Financial Advisors's NWSA Position: Q3 2020 in Review

Valeo Financial Advisors sold out of News Corp Class A (NWSA) in Q3 2020, closing a stake of 39 shares.

Valeo Financial Advisors first reported a position in NWSA in Q2 2018 and held it in 3 quarters. The position peaked at $1K in Q3 2018. 348 funds tracked by Wall St. Rank hold NWSA as of Q3 2020.

  • Valeo Financial Advisors reported no remaining News Corp Class A position as of Q3 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 39 News Corp Class A shares in Q3 2020.
  • Valeo Financial Advisors first reported a position in News Corp Class A in Q2 2018 and held it in 3 quarters.
  • Valeo Financial Advisors's News Corp Class A position peaked at $1K in Q3 2018.
  • 348 funds tracked by Wall St. Rank held News Corp Class A as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.