AWM
FDX icon

Altium Wealth Management’s FedEx FDX Stock Holding History

Altium 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
2022
Q2 		$1.1M Buy
4,869
+1,517
+45% +$324K 0.08% 146
2022
Q1 		$776K Buy
3,352
+1,296
+63% +$305K 0.05% 190
2021
Q4 		$532K Buy
2,056
+254
+14% +$61K 0.03% 243
2021
Q3 		$395K Sell
1,802
-19
-1% -$5.16K 0.03% 267
2021
Q2 		$543K Buy
1,821
+181
+11% +$53.7K 0.04% 214
2021
Q1 		$466K Buy
1,640
+227
+16% +$58.5K 0.04% 235
2020
Q4 		$367K Buy
1,413
+161
+13% +$44.6K 0.03% 252
2020
Q3 		$315K Buy
+1,252
New +$250K 0.03% 254
2020
Q2 		– Sell
-1,977
Closed -$240K – 334
2020
Q1 		$240K Buy
1,977
+287
+17% +$40.4K 0.03% 260
2019
Q4 		$256K Buy
1,690
+155
+10% +$23.9K 0.03% 238
2019
Q3 		$223K Buy
1,535
+43
+3% +$6.93K 0.03% 252
2019
Q2 		$245K Sell
1,492
-68
-4% -$11.9K 0.04% 236
2019
Q1 		$283K Sell
1,560
-155
-9% -$27.4K 0.05% 220
2018
Q4 		$277K Buy
1,715
+385
+29% +$81.4K 0.05% 216
2018
Q3 		$320K Sell
1,330
-41
-3% -$9.93K 0.06% 214
2018
Q2 		$311K Buy
+1,371
New +$340K 0.08% 173

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Altium Wealth Management's FDX Position: Q2 2022 in Review

Altium Wealth Management increased its FedEx (FDX) stake by 45% in Q2 2022, buying an estimated $324K and bringing the position to 4,869 shares worth $1.1M. The position accounts for 0.08% of the portfolio, ranked #146.

Altium Wealth Management first reported a position in FDX in Q2 2018 and has held it in 16 quarters since. 1,644 funds tracked by Wall St. Rank hold FDX as of Q2 2022.

  • Altium Wealth Management held 4,869 shares of FedEx worth $1.1M as of Q2 2022.
  • Altium Wealth Management bought 1,517 FedEx shares in Q2 2022, an estimated $324K.
  • FedEx made up 0.08% of Altium Wealth Management's portfolio in Q2 2022, its #146 holding.
  • Altium Wealth Management first reported a position in FedEx in Q2 2018 and has held it in 16 quarters since.
  • 1,644 funds tracked by Wall St. Rank held FedEx as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.