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Wealthspire Advisors (Maryland)’s News Corp Class A NWSA Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-2,250
Closed -$28K – 1500
2019
Q1 		$28K Sell
2,250
-270
-11% -$3.4K ﹤0.01% 1140
2018
Q4 		$29K Buy
2,520
+233
+10% +$2.98K ﹤0.01% 1073
2018
Q3 		$30K Buy
2,287
+7
+0.3% +$98 ﹤0.01% 1152
2018
Q2 		$35K Sell
2,280
-144
-6% -$2.27K ﹤0.01% 1094
2018
Q1 		$38K Buy
2,424
+133
+6% +$2.19K ﹤0.01% 1091
2017
Q4 		$37K Buy
2,291
+358
+19% +$5.36K ﹤0.01% 1125
2017
Q3 		$26K Buy
1,933
+130
+7% +$1.76K ﹤0.01% 1207
2017
Q2 		$25K Buy
1,803
+142
+9% +$1.86K ﹤0.01% 1185
2017
Q1 		$22K Buy
1,661
+102
+7% +$1.28K ﹤0.01% 1053
2016
Q4 		$18K Buy
1,559
+388
+33% +$4.8K ﹤0.01% 1053
2016
Q3 		$16K Sell
1,171
-200
-15% -$2.64K ﹤0.01% 1123
2016
Q2 		$16K Buy
1,371
+357
+35% +$4.3K ﹤0.01% 1075
2016
Q1 		$13K Sell
1,014
-67
-6% -$793 ﹤0.01% 1124
2015
Q4 		$14K Buy
+1,081
New +$15.3K ﹤0.01% 1095

Other funds holding NWSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

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

Wealthspire Advisors (Maryland) sold out of News Corp Class A (NWSA) in Q2 2019, closing a stake of 2,250 shares — an estimated $28K sold.

Wealthspire Advisors (Maryland) first reported a position in NWSA in Q4 2015 and held it in 14 quarters. The position peaked at $38K in Q1 2018. 353 funds tracked by Wall St. Rank hold NWSA as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining News Corp Class A position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 2,250 News Corp Class A shares in Q2 2019, an estimated $28K.
  • Wealthspire Advisors (Maryland) first reported a position in News Corp Class A in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s News Corp Class A position peaked at $38K in Q1 2018.
  • 353 funds tracked by Wall St. Rank held News Corp Class A as of Q2 2019.

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