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Argent Wealth Management’s FedEx FDX Stock Holding History

Argent 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
Q2 		$815K Buy
4,000
+1,187
+42% +$149K 0.14% 85
2020
Q1 		$335K Buy
2,813
+1,075
+62% +$151K 0.07% 127
2019
Q4 		$263K Buy
+1,738
New +$268K 0.04% 159

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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

Argent Wealth Management's FDX Position: Q2 2020 in Review

Argent Wealth Management increased its FedEx (FDX) stake by 42% in Q2 2020, buying an estimated $149K and bringing the position to 4,000 shares worth $815K. The position accounts for 0.14% of the portfolio, ranked #85.

Argent Wealth Management first reported a position in FDX in Q4 2019 and has held it in 3 quarters since. 1,181 funds tracked by Wall St. Rank hold FDX as of Q2 2020.

  • Argent Wealth Management held 4,000 shares of FedEx worth $815K as of Q2 2020.
  • Argent Wealth Management bought 1,187 FedEx shares in Q2 2020, an estimated $149K.
  • FedEx made up 0.14% of Argent Wealth Management's portfolio in Q2 2020, its #85 holding.
  • Argent Wealth Management first reported a position in FedEx in Q4 2019 and has held it in 3 quarters since.
  • 1,181 funds tracked by Wall St. Rank held FedEx as of Q2 2020.

Based on Argent Wealth Management's 13F filing for Q2 2020, filed 17 Aug 2020.