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Baker Tilly Wealth Management’s FedEx FDX Stock Holding History

Baker Tilly 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 		– Sell
-1,044
Closed -$242K – 504
2022
Q1 		$242K Sell
1,044
-12
-1% -$2.82K 0.03% 463
2021
Q4 		$273K Buy
1,056
+7
+0.7% +$1.68K 0.03% 444
2021
Q3 		$230K Hold
1,049
– – 0.03% 462
2021
Q2 		$313K Buy
1,049
+81
+8% +$24K 0.05% 386
2021
Q1 		$275K Sell
968
-52
-5% -$13.4K 0.06% 377
2020
Q4 		$265K Buy
+1,020
New +$283K 0.08% 265

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

Baker Tilly Wealth Management's FDX Position: Q2 2022 in Review

Baker Tilly Wealth Management sold out of FedEx (FDX) in Q2 2022, closing a stake of 1,044 shares — an estimated $242K sold.

Baker Tilly Wealth Management first reported a position in FDX in Q4 2020 and held it in 6 quarters. The position peaked at $313K in Q2 2021. 1,644 funds tracked by Wall St. Rank hold FDX as of Q2 2022.

  • Baker Tilly Wealth Management reported no remaining FedEx position as of Q2 2022 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 1,044 FedEx shares in Q2 2022, an estimated $242K.
  • Baker Tilly Wealth Management first reported a position in FedEx in Q4 2020 and held it in 6 quarters.
  • Baker Tilly Wealth Management's FedEx position peaked at $313K in Q2 2021.
  • 1,644 funds tracked by Wall St. Rank held FedEx as of Q2 2022.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2022, filed 28 Jul 2022.