9258 Wealth Management’s FedEx FDX Stock Holding History

9258 Wealth Management’s Portfolio FDX Stock Details FDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$232K	Buy	846 +1	+0.1%	+$290	0.03%	313
2024 Q2	$253K	Buy	845 +109	+15%	+$28.5K	0.04%	286
2024 Q1	$213K	Buy	+736	New	+$184K	0.03%	324
2023 Q4	–	Sell	-768	Closed	-$204K	–	319
2023 Q3	$204K	Buy	+768	New	+$200K	0.04%	303
2022 Q2	–	Sell	-891	Closed	-$206K	–	343
2022 Q1	$206K	Buy	+891	New	+$209K	0.05%	336
2021 Q3	–	Sell	-1,302	Closed	-$388K	–	350
2021 Q2	$388K	Buy	1,302 +244	+23%	+$72.4K	0.1%	210
2021 Q1	$300K	Sell	1,058 -145	-12%	-$37.4K	0.09%	246
2020 Q4	$312K	Buy	1,203 +91	+8%	+$25.2K	0.1%	223
2020 Q3	$289K	Buy	+1,112	New	+$222K	0.11%	205

Other funds holding FDX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

9258 Wealth Management's FDX Position: Q3 2024 in Review

9258 Wealth Management increased its FedEx (FDX) stake by 0.12% in Q3 2024, buying an estimated $290 and bringing the position to 846 shares worth $232K. The position accounts for 0.03% of the portfolio, ranked #313.

9258 Wealth Management first reported a position in FDX in Q3 2020 and has held it in 9 quarters since. The position peaked at $388K in Q2 2021. 1,723 funds tracked by Wall St. Rank hold FDX as of Q3 2024.

9258 Wealth Management held 846 shares of FedEx worth $232K as of Q3 2024.
9258 Wealth Management bought 1 FedEx share in Q3 2024, an estimated $290.
FedEx made up 0.03% of 9258 Wealth Management's portfolio in Q3 2024, its #313 holding.
9258 Wealth Management first reported a position in FedEx in Q3 2020 and has held it in 9 quarters since.
9258 Wealth Management's FedEx position peaked at $388K in Q2 2021.
1,723 funds tracked by Wall St. Rank held FedEx as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.