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Advocacy Wealth Management Services’s FedEx FDX Stock Holding History

Advocacy Wealth Management 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
Q4 		– Sell
-155
Closed -$24K – 69
2022
Q3 		$24K Hold
155
– – ﹤0.01% 73
2022
Q2 		$35K Buy
155
+34
+28% +$7.25K 0.01% 58
2022
Q1 		$27K Buy
121
+26
+27% +$6.11K ﹤0.01% 81
2021
Q4 		$25K Hold
95
– – ﹤0.01% 83
2021
Q3 		$21K Buy
95
+29
+44% +$7.87K ﹤0.01% 88
2021
Q2 		$20K Hold
66
– – ﹤0.01% 108
2021
Q1 		$19K Sell
66
-38
-37% -$9.79K ﹤0.01% 100
2020
Q4 		$27K Hold
104
– – ﹤0.01% 77
2020
Q3 		$26K Sell
104
-41
-28% -$8.2K ﹤0.01% 69
2020
Q2 		$20K Sell
145
-62
-30% -$7.8K ﹤0.01% 84
2020
Q1 		$23K Buy
207
+29
+16% +$4.08K 0.01% 66
2019
Q4 		$27K Sell
178
-5
-3% -$771 0.01% 78
2019
Q3 		$27K Hold
183
– – 0.02% 76
2019
Q2 		$30K Hold
183
– – 0.02% 65
2019
Q1 		$34K Buy
183
+63
+53% +$11.1K 0.04% 41
2018
Q4 		$19K Hold
120
– – 0.01% 86
2018
Q3 		$29K Hold
120
– – 0.02% 65
2018
Q2 		$27K Buy
120
+39
+48% +$9.66K 0.02% 65
2018
Q1 		$19K Sell
81
-17
-17% -$4.3K 0.01% 93
2017
Q4 		$24K Buy
98
+15
+18% +$3.43K 0.02% 92
2017
Q3 		$19K Hold
83
– – 0.01% 137
2017
Q2 		$18K Buy
83
+7
+9% +$1.38K 0.01% 140
2017
Q1 		$15K Hold
76
– – 0.01% 173
2016
Q4 		$14K Sell
76
-7
-8% -$1.28K ﹤0.01% 167
2016
Q3 		$14K Buy
+83
New +$13.6K 0.01% 245

Other funds holding FDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Advocacy Wealth Management Services's FDX Position: Q4 2022 in Review

Advocacy Wealth Management Services sold out of FedEx (FDX) in Q4 2022, closing a stake of 155 shares — an estimated $24K sold.

Advocacy Wealth Management Services first reported a position in FDX in Q3 2016 and held it in 25 quarters. The position peaked at $35K in Q2 2022. 1,512 funds tracked by Wall St. Rank hold FDX as of Q4 2022.

  • Advocacy Wealth Management Services reported no remaining FedEx position as of Q4 2022 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 155 FedEx shares in Q4 2022, an estimated $24K.
  • Advocacy Wealth Management Services first reported a position in FedEx in Q3 2016 and held it in 25 quarters.
  • Advocacy Wealth Management Services's FedEx position peaked at $35K in Q2 2022.
  • 1,512 funds tracked by Wall St. Rank held FedEx as of Q4 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2022, filed 27 Jan 2023.