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Alterna Wealth Management’s FedEx FDX Stock Holding History

Alterna 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
2020
Q1 		– Sell
-3,401
Closed -$514K – 88
2019
Q4 		$514K Sell
3,401
-950
-22% -$146K 0.57% 39
2019
Q3 		$633K Sell
4,351
-350
-7% -$56.4K 0.75% 35
2019
Q2 		$772K Buy
4,701
+350
+8% +$61.3K 0.93% 36
2019
Q1 		$789K Buy
4,351
+2,102
+93% +$372K 0.67% 51
2018
Q4 		$489K Buy
+2,249
New +$476K 0.08% 178

Other funds holding FDX

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Alterna Wealth Management's FDX Position: Q1 2020 in Review

Alterna Wealth Management sold out of FedEx (FDX) in Q1 2020, closing a stake of 3,401 shares — an estimated $514K sold.

Alterna Wealth Management first reported a position in FDX in Q4 2018 and held it in 5 quarters. The position peaked at $789K in Q1 2019. 1,178 funds tracked by Wall St. Rank hold FDX as of Q1 2020.

  • Alterna Wealth Management reported no remaining FedEx position as of Q1 2020 after selling out during the quarter.
  • Alterna Wealth Management sold 3,401 FedEx shares in Q1 2020, an estimated $514K.
  • Alterna Wealth Management first reported a position in FedEx in Q4 2018 and held it in 5 quarters.
  • Alterna Wealth Management's FedEx position peaked at $789K in Q1 2019.
  • 1,178 funds tracked by Wall St. Rank held FedEx as of Q1 2020.

Based on Alterna Wealth Management's 13F filing for Q1 2020, filed 8 May 2020.