Atlas Private Wealth Advisors’s FedEx FDX Stock Holding History

Atlas Private 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
2023 Q3	–	Sell	-863	Closed	-$214K	–	182
2023 Q2	$214K	Buy	+863	New	+$197K	0.04%	169
2021 Q4	–	Sell	-271	Closed	-$59K	–	341
2021 Q3	$59K	Hold	271	–	–	0.03%	220
2021 Q2	$81K	Sell	271 -94	-26%	-$27.9K	0.04%	184
2021 Q1	$104K	Buy	365 +202	+124%	+$52K	0.06%	158
2020 Q4	$42K	Buy	163 +150	+1,154%	+$41.5K	0.03%	238
2020 Q3	$3K	Sell	13 -50	-79%	-$10K	﹤0.01%	526
2020 Q2	$9K	Buy	+63	New	+$7.93K	0.01%	422

Other funds holding FDX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Atlas Private Wealth Advisors's FDX Position: Q3 2023 in Review

Atlas Private Wealth Advisors sold out of FedEx (FDX) in Q3 2023, closing a stake of 863 shares — an estimated $214K sold.

Atlas Private Wealth Advisors first reported a position in FDX in Q2 2020 and held it in 7 quarters. The position peaked at $214K in Q2 2023. 1,672 funds tracked by Wall St. Rank hold FDX as of Q3 2023.

Atlas Private Wealth Advisors reported no remaining FedEx position as of Q3 2023 after selling out during the quarter.
Atlas Private Wealth Advisors sold 863 FedEx shares in Q3 2023, an estimated $214K.
Atlas Private Wealth Advisors first reported a position in FedEx in Q2 2020 and held it in 7 quarters.
Atlas Private Wealth Advisors's FedEx position peaked at $214K in Q2 2023.
1,672 funds tracked by Wall St. Rank held FedEx as of Q3 2023.

Based on Atlas Private Wealth Advisors's 13F filing for Q3 2023, filed 11 Oct 2023.