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Avitas Wealth Management’s FedEx FDX Stock Holding History

Avitas 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
2019
Q3 		– Sell
-4,128
Closed -$678K – 179
2019
Q2 		$678K Sell
4,128
-107
-3% -$18.7K 0.19% 125
2019
Q1 		$768K Sell
4,235
-2,847
-40% -$503K 0.22% 113
2018
Q4 		$1.14M Buy
7,082
+1,216
+21% +$257K 0.38% 94
2018
Q3 		$1.41M Buy
5,866
+515
+10% +$125K 0.4% 97
2018
Q2 		$1.22M Buy
+5,351
New +$1.33M 0.38% 100

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

Avitas Wealth Management's FDX Position: Q3 2019 in Review

Avitas Wealth Management sold out of FedEx (FDX) in Q3 2019, closing a stake of 4,128 shares — an estimated $678K sold.

Avitas Wealth Management first reported a position in FDX in Q2 2018 and held it in 5 quarters. The position peaked at $1.41M in Q3 2018. 1,248 funds tracked by Wall St. Rank hold FDX as of Q3 2019.

  • Avitas Wealth Management reported no remaining FedEx position as of Q3 2019 after selling out during the quarter.
  • Avitas Wealth Management sold 4,128 FedEx shares in Q3 2019, an estimated $678K.
  • Avitas Wealth Management first reported a position in FedEx in Q2 2018 and held it in 5 quarters.
  • Avitas Wealth Management's FedEx position peaked at $1.41M in Q3 2018.
  • 1,248 funds tracked by Wall St. Rank held FedEx as of Q3 2019.

Based on Avitas Wealth Management's 13F filing for Q3 2019, filed 18 Oct 2019.