Atlas Private Wealth Management’s FedEx FDX Stock Holding History

Atlas Private 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
2024 Q1	$289K	Sell	997 -9	-0.9%	-$2.25K	0.12%	103
2023 Q4	$254K	Hold	1,006	–	–	0.12%	107
2023 Q3	$267K	Sell	1,006 -33	-3%	-$8.58K	0.14%	104
2023 Q2	$258K	Buy	+1,039	New	+$238K	0.14%	106
2021 Q3	–	Sell	-862	Closed	-$257K	–	118
2021 Q2	$257K	Sell	862 -98	-10%	-$29.1K	0.16%	109
2021 Q1	$273K	Sell	960 -105	-10%	-$27K	0.17%	105
2020 Q4	$276K	Hold	1,065	–	–	0.2%	101
2020 Q3	$268K	Sell	1,065 -126	-11%	-$25.2K	0.21%	92
2020 Q2	$167K	Buy	1,191 +1	+0.1%	+$126	0.13%	117
2020 Q1	$144K	Buy	1,190 +1	+0.1%	+$141	0.13%	122
2019 Q4	$180K	Buy	+1,189	New	+$183K	0.14%	130

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Atlas Private Wealth Management's FDX Position: Q1 2024 in Review

Atlas Private Wealth Management reduced its FedEx (FDX) stake by 0.89% in Q1 2024, selling an estimated $2.25K and leaving 997 shares worth $289K. The position accounts for 0.12% of the portfolio, ranked #103.

Atlas Private Wealth Management first reported a position in FDX in Q4 2019 and has held it in 11 quarters since. 1,747 funds tracked by Wall St. Rank hold FDX as of Q1 2024.

Atlas Private Wealth Management held 997 shares of FedEx worth $289K as of Q1 2024.
Atlas Private Wealth Management sold 9 FedEx shares in Q1 2024, an estimated $2.25K.
FedEx made up 0.12% of Atlas Private Wealth Management's portfolio in Q1 2024, its #103 holding.
Atlas Private Wealth Management first reported a position in FedEx in Q4 2019 and has held it in 11 quarters since.
1,747 funds tracked by Wall St. Rank held FedEx as of Q1 2024.

Based on Atlas Private Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.