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Arbor Trust Wealth Advisors’s FedEx FDX Stock Holding History

Arbor Trust Wealth Advisors’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
-1,100
Closed -$285K – 105
2021
Q4 		$285K Hold
1,100
– – 0.16% 83
2021
Q3 		$242K Buy
1,100
+265
+32% +$71.9K 0.15% 90
2021
Q2 		$250K Buy
+835
New +$248K 0.16% 87

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Arbor Trust Wealth Advisors's FDX Position: Q1 2022 in Review

Arbor Trust Wealth Advisors sold out of FedEx (FDX) in Q1 2022, closing a stake of 1,100 shares — an estimated $285K sold.

Arbor Trust Wealth Advisors first reported a position in FDX in Q2 2021 and held it in 3 quarters. The position peaked at $285K in Q4 2021. 1,620 funds tracked by Wall St. Rank hold FDX as of Q1 2022.

  • Arbor Trust Wealth Advisors reported no remaining FedEx position as of Q1 2022 after selling out during the quarter.
  • Arbor Trust Wealth Advisors sold 1,100 FedEx shares in Q1 2022, an estimated $285K.
  • Arbor Trust Wealth Advisors first reported a position in FedEx in Q2 2021 and held it in 3 quarters.
  • Arbor Trust Wealth Advisors's FedEx position peaked at $285K in Q4 2021.
  • 1,620 funds tracked by Wall St. Rank held FedEx as of Q1 2022.

Based on Arbor Trust Wealth Advisors's 13F filing for Q1 2022, filed 25 Apr 2022.