BDO Wealth Advisors’s FedEx FDX Stock Holding History

BDO Wealth Advisors’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 Q2	$182K	Sell	733 -43	-6%	-$9.84K	0.02%	273
2023 Q1	$177K	Sell	776 -281	-27%	-$57.1K	0.02%	260
2022 Q4	$183K	Sell	1,057 -366	-26%	-$60.8K	0.02%	268
2022 Q3	$211K	Sell	1,423 -565	-28%	-$119K	0.03%	241
2022 Q2	$451K	Sell	1,988 -165	-8%	-$35.2K	0.06%	183
2022 Q1	$498K	Sell	2,153 -233	-10%	-$54.8K	0.05%	181
2021 Q4	$617K	Sell	2,386 -99	-4%	-$23.8K	0.07%	165
2021 Q3	$545K	Sell	2,485 -53	-2%	-$14.4K	0.06%	171
2021 Q2	$757K	Sell	2,538 -117	-4%	-$34.7K	0.08%	158
2021 Q1	$754K	Buy	2,655 +2,380	+865%	+$613K	0.09%	155
2020 Q4	$71K	Buy	275 +75	+38%	+$20.8K	0.01%	323
2020 Q3	$50K	Hold	200	–	–	0.01%	328
2020 Q2	$28K	Hold	200	–	–	﹤0.01%	384
2020 Q1	$24K	Hold	200	–	–	﹤0.01%	422
2019 Q4	$30K	Hold	200	–	–	0.01%	352
2019 Q3	$29K	Hold	200	–	–	0.01%	371
2019 Q2	$33K	Sell	200 -24	-11%	-$4.2K	0.01%	349
2019 Q1	$41K	Hold	224	–	–	0.01%	303
2018 Q4	$36K	Hold	224	–	–	0.01%	289
2018 Q3	$54K	Hold	224	–	–	0.02%	284
2018 Q2	$51K	Sell	224 -150	-40%	-$37.2K	0.02%	297
2018 Q1	$90K	Buy	374 +150	+67%	+$37.9K	0.03%	191
2017 Q4	$56K	Hold	224	–	–	0.03%	201
2017 Q3	$50K	Sell	224 -2,691	-92%	-$573K	0.02%	197
2017 Q2	$633K	Buy	+2,915	New	+$575K	0.28%	67

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

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

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

BDO Wealth Advisors's FDX Position: Q2 2023 in Review

BDO Wealth Advisors reduced its FedEx (FDX) stake by 5.5% in Q2 2023, selling an estimated $9.84K and leaving 733 shares worth $182K. The position accounts for 0.02% of the portfolio, ranked #273.

BDO Wealth Advisors first reported a position in FDX in Q2 2017 and has held it in 25 quarters since. The position peaked at $757K in Q2 2021. 1,667 funds tracked by Wall St. Rank hold FDX as of Q2 2023.

BDO Wealth Advisors held 733 shares of FedEx worth $182K as of Q2 2023.
BDO Wealth Advisors sold 43 FedEx shares in Q2 2023, an estimated $9.84K.
FedEx made up 0.02% of BDO Wealth Advisors's portfolio in Q2 2023, its #273 holding.
BDO Wealth Advisors first reported a position in FedEx in Q2 2017 and has held it in 25 quarters since.
BDO Wealth Advisors's FedEx position peaked at $757K in Q2 2021.
1,667 funds tracked by Wall St. Rank held FedEx as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.