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Wealthcare Advisory Partners’s News Corp Class B NWS Stock Holding History

Wealthcare Advisory Partners’s Portfolio NWS Stock Details NWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-200
Closed -$5K – 1412
2021
Q1 		$5K Buy
+200
New +$4.33K ﹤0.01% 1659
2020
Q2 		– Sell
-200
Closed -$2K – 1029
2020
Q1 		$2K Hold
200
– – ﹤0.01% 1311
2019
Q4 		$3K Buy
+200
New +$2.75K ﹤0.01% 1208

Other funds holding NWS

IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
SL
SOF Ltd George Town, Cayman Islands $279M AUM 6.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Wealthcare Advisory Partners's NWS Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of News Corp Class B (NWS) in Q2 2021, closing a stake of 200 shares — an estimated $5K sold.

Wealthcare Advisory Partners first reported a position in NWS in Q4 2019 and held it in 3 quarters. The position peaked at $5K in Q1 2021. 222 funds tracked by Wall St. Rank hold NWS as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining News Corp Class B position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 200 News Corp Class B shares in Q2 2021, an estimated $5K.
  • Wealthcare Advisory Partners first reported a position in News Corp Class B in Q4 2019 and held it in 3 quarters.
  • Wealthcare Advisory Partners's News Corp Class B position peaked at $5K in Q1 2021.
  • 222 funds tracked by Wall St. Rank held News Corp Class B as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.