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Biltmore Wealth Management’s FedEx FDX Stock Holding History

Biltmore 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
2021
Q3 		– Sell
-2,902
Closed -$866K – 54
2021
Q2 		$866K Sell
2,902
-29
-1% -$8.61K 0.35% 22
2021
Q1 		$833K Buy
+2,931
New +$755K 0.36% 19

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Biltmore Wealth Management's FDX Position: Q3 2021 in Review

Biltmore Wealth Management sold out of FedEx (FDX) in Q3 2021, closing a stake of 2,902 shares — an estimated $866K sold.

Biltmore Wealth Management first reported a position in FDX in Q1 2021 and held it in 2 quarters. The position peaked at $866K in Q2 2021. 1,515 funds tracked by Wall St. Rank hold FDX as of Q3 2021.

  • Biltmore Wealth Management reported no remaining FedEx position as of Q3 2021 after selling out during the quarter.
  • Biltmore Wealth Management sold 2,902 FedEx shares in Q3 2021, an estimated $866K.
  • Biltmore Wealth Management first reported a position in FedEx in Q1 2021 and held it in 2 quarters.
  • Biltmore Wealth Management's FedEx position peaked at $866K in Q2 2021.
  • 1,515 funds tracked by Wall St. Rank held FedEx as of Q3 2021.

Based on Biltmore Wealth Management's 13F filing for Q3 2021, filed 9 Nov 2021.