Acorn Financial Advisory Services’s FedEx FDX Stock Holding History

Acorn Financial Advisory Services’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
2022 Q1	–	Sell	-788	Closed	-$204K	–	224
2021 Q4	$204K	Buy	+788	New	+$189K	0.04%	211
2021 Q3	–	Sell	-863	Closed	-$257K	–	224
2021 Q2	$257K	Hold	863	–	–	0.08%	209
2021 Q1	$245K	Hold	863	–	–	0.09%	182
2020 Q4	$224K	Sell	863 -75	-8%	-$20.8K	0.09%	207
2020 Q3	$236K	Buy	+938	New	+$188K	0.12%	185

Other funds holding FDX

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

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Acorn Financial Advisory Services's FDX Position: Q1 2022 in Review

Acorn Financial Advisory Services sold out of FedEx (FDX) in Q1 2022, closing a stake of 788 shares — an estimated $204K sold.

Acorn Financial Advisory Services first reported a position in FDX in Q3 2020 and held it in 5 quarters. The position peaked at $257K in Q2 2021. 1,620 funds tracked by Wall St. Rank hold FDX as of Q1 2022.

Acorn Financial Advisory Services reported no remaining FedEx position as of Q1 2022 after selling out during the quarter.
Acorn Financial Advisory Services sold 788 FedEx shares in Q1 2022, an estimated $204K.
Acorn Financial Advisory Services first reported a position in FedEx in Q3 2020 and held it in 5 quarters.
Acorn Financial Advisory Services's FedEx position peaked at $257K in Q2 2021.
1,620 funds tracked by Wall St. Rank held FedEx as of Q1 2022.

Based on Acorn Financial Advisory Services's 13F filing for Q1 2022, filed 18 Apr 2022.