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Baystate Wealth Management’s FedEx FDX Stock Holding History

Baystate 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
2023
Q4 		$32.6K Sell
129
-25
-16% -$6.35K ﹤0.01% 459
2023
Q3 		$40.9K Buy
154
+21
+16% +$5.46K ﹤0.01% 371
2023
Q2 		$33.2K Buy
133
+50
+60% +$11.4K ﹤0.01% 390
2023
Q1 		$19.1K Sell
83
-4
-5% -$812 ﹤0.01% 467
2022
Q4 		$15K Buy
87
+55
+172% +$9.14K ﹤0.01% 507
2022
Q3 		$5K Hold
32
– – ﹤0.01% 639
2022
Q2 		$7K Sell
32
-103
-76% -$22K ﹤0.01% 622
2022
Q1 		$31K Hold
135
– – ﹤0.01% 389
2021
Q4 		$35K Buy
135
+1
+0.7% +$240 ﹤0.01% 376
2021
Q3 		$30K Hold
134
– – ﹤0.01% 356
2021
Q2 		$40K Buy
134
+1
+0.8% +$297 ﹤0.01% 302
2021
Q1 		$38K Buy
133
+102
+329% +$26.3K ﹤0.01% 289
2020
Q4 		$8K Sell
31
-1
-3% -$277 ﹤0.01% 446
2020
Q3 		$8K Buy
32
+1
+3% +$200 ﹤0.01% 416
2020
Q2 		$4K Sell
31
-15
-33% -$1.89K ﹤0.01% 482
2020
Q1 		$6K Buy
46
+26
+130% +$3.66K ﹤0.01% 412
2019
Q4 		$3K Hold
20
– – ﹤0.01% 482
2019
Q3 		$3K Hold
20
– – ﹤0.01% 455
2019
Q2 		$3K Hold
20
– – ﹤0.01% 465
2019
Q1 		$4K Hold
20
– – ﹤0.01% 449
2018
Q4 		$4K Hold
20
– – ﹤0.01% 450
2018
Q3 		$4K Hold
20
– – ﹤0.01% 453
2018
Q2 		$5K Hold
20
– – ﹤0.01% 449
2018
Q1 		$5K Sell
20
-48
-71% -$12.1K ﹤0.01% 423
2017
Q4 		$19K Buy
68
+48
+240% +$11K ﹤0.01% 303
2017
Q3 		$4K Hold
20
– – ﹤0.01% 432
2017
Q2 		$4K Sell
20
-20
-50% -$3.95K ﹤0.01% 432
2017
Q1 		$7K Hold
40
– – ﹤0.01% 363
2016
Q4 		$8K Buy
+40
New +$7.34K ﹤0.01% 322
2013
Q3 		– Sell
-60
Closed -$6K – 87
2013
Q2 		$6K Buy
+60
New +$5.83K ﹤0.01% 215

Other funds holding FDX

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Baystate Wealth Management's FDX Position: Q4 2023 in Review

Baystate Wealth Management reduced its FedEx (FDX) stake by 16% in Q4 2023, selling an estimated $6.35K and leaving 129 shares worth $32.6K. The position accounts for ﹤0.01% of the portfolio, ranked #459.

Baystate Wealth Management first reported a position in FDX in Q2 2013 and has held it in 30 quarters since. The position peaked at $40.9K in Q3 2023. 1,741 funds tracked by Wall St. Rank hold FDX as of Q4 2023.

  • Baystate Wealth Management held 129 shares of FedEx worth $32.6K as of Q4 2023.
  • Baystate Wealth Management sold 25 FedEx shares in Q4 2023, an estimated $6.35K.
  • FedEx made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #459 holding.
  • Baystate Wealth Management first reported a position in FedEx in Q2 2013 and has held it in 30 quarters since.
  • Baystate Wealth Management's FedEx position peaked at $40.9K in Q3 2023.
  • 1,741 funds tracked by Wall St. Rank held FedEx as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.