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Wealthspire Advisors (Maryland)’s News Corp Class B NWS Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-70
Closed -$1K – 1499
2019
Q1 		$1K Buy
70
+28
+67% +$357 ﹤0.01% 2364
2018
Q4 		$0 Sell
42
-76
-64% -$994 ﹤0.01% 2526
2018
Q3 		$2K Hold
118
– – ﹤0.01% 2172
2018
Q2 		$2K Sell
118
-13
-10% -$209 ﹤0.01% 2176
2018
Q1 		$2K Hold
131
– – ﹤0.01% 2191
2017
Q4 		$2K Buy
131
+89
+212% +$1.36K ﹤0.01% 2144
2017
Q3 		$1K Buy
+42
New +$584 ﹤0.01% 2123

Other funds holding NWS

SL
SOF Ltd George Town, Cayman Islands $279M AUM 6.12% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Wealthspire Advisors (Maryland)'s NWS Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of News Corp Class B (NWS) in Q2 2019, closing a stake of 70 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in NWS in Q3 2017 and held it in 7 quarters. The position peaked at $2K in Q3 2018. 186 funds tracked by Wall St. Rank hold NWS as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining News Corp Class B position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 70 News Corp Class B shares in Q2 2019, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in News Corp Class B in Q3 2017 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s News Corp Class B position peaked at $2K in Q3 2018.
  • 186 funds tracked by Wall St. Rank held News Corp Class B as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.