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B. Riley Wealth Management’s FedEx FDX Stock Holding History

B. Riley 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
2022
Q2 		$295K Buy
7,973
+1,686
+27% +$360K 0.34% 24
2022
Q1 		$1.46M Sell
6,287
-3,293
-34% -$774K 0.11% 178
2021
Q4 		$2.48M Buy
9,580
+2,752
+40% +$661K 0.17% 121
2021
Q3 		$1.5M Buy
6,828
+1,910
+39% +$518K 0.12% 176
2021
Q2 		$1.47M Sell
4,918
-1,278
-21% -$379K 0.16% 135
2021
Q1 		$1.76M Buy
6,196
+2,597
+72% +$669K 0.21% 105
2020
Q4 		$934K Sell
3,599
-2,343
-39% -$649K 0.12% 152
2020
Q3 		$1.5M Buy
5,942
+1,708
+40% +$342K 0.18% 112
2020
Q2 		$594K Sell
4,234
-1,639
-28% -$206K 0.07% 208
2020
Q1 		$712K Buy
5,873
+3,216
+121% +$453K 0.07% 221
2019
Q4 		$402K Sell
2,657
-360
-12% -$55.5K 0.06% 240
2019
Q3 		$439K Sell
3,017
-230
-7% -$37.1K 0.08% 219
2019
Q2 		$533 Buy
+3,247
New +$569K 0.08% 199
2019
Q1 		– Sell
-4,450
Closed -$718K – 407
2018
Q4 		$718K Sell
4,450
-6,683
-60% -$1.41M 0.15% 145
2018
Q3 		$2.68M Buy
+11,133
New +$2.7M 0.66% 32
2016
Q1 		– Sell
-1,609
Closed -$239K – 141
2015
Q4 		$239K Buy
1,609
+90
+6% +$13.9K 0.31% 121
2015
Q3 		$218K Buy
1,519
+10
+0.7% +$1.6K 0.31% 135
2015
Q2 		$257K Sell
1,509
-140
-8% -$24.4K 0.2% 140
2015
Q1 		$272K Buy
1,649
+1,289
+358% +$224K 0.2% 141
2014
Q4 		$62K Buy
360
+115
+47% +$19.4K 0.05% 357
2014
Q3 		$39K Sell
245
-395
-62% -$60K 0.03% 461
2014
Q2 		$96K Hold
640
– – 0.06% 354
2014
Q1 		$85K Buy
+640
New +$86.9K 0.06% 341

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

B. Riley Wealth Management's FDX Position: Q2 2022 in Review

B. Riley Wealth Management increased its FedEx (FDX) stake by 27% in Q2 2022, buying an estimated $360K and bringing the position to 7,973 shares worth $295K. The position accounts for 0.34% of the portfolio, ranked #24.

B. Riley Wealth Management first reported a position in FDX in Q1 2014 and has held it in 23 quarters since. The position peaked at $2.68M in Q3 2018. 1,644 funds tracked by Wall St. Rank hold FDX as of Q2 2022.

  • B. Riley Wealth Management held 7,973 shares of FedEx worth $295K as of Q2 2022.
  • B. Riley Wealth Management bought 1,686 FedEx shares in Q2 2022, an estimated $360K.
  • FedEx made up 0.34% of B. Riley Wealth Management's portfolio in Q2 2022, its #24 holding.
  • B. Riley Wealth Management first reported a position in FedEx in Q1 2014 and has held it in 23 quarters since.
  • B. Riley Wealth Management's FedEx position peaked at $2.68M in Q3 2018.
  • 1,644 funds tracked by Wall St. Rank held FedEx as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.