Brewin Dolphin Wealth Management’s FedEx FDX Stock Holding History

Brewin Dolphin 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	$545K	Hold	2,405	–	–	0.06%	92
2022 Q1	$556K	Buy	2,405 +180	+8%	+$42.3K	0.06%	93
2021 Q4	$575K	Sell	2,225 -90	-4%	-$21.6K	0.06%	91
2021 Q3	$508K	Hold	2,315	–	–	0.06%	95
2021 Q2	$691K	Hold	2,315	–	–	0.08%	84
2021 Q1	$658K	Hold	2,315	–	–	0.1%	77
2020 Q4	$601K	Sell	2,315 -100	-4%	-$27.7K	0.1%	75
2020 Q3	$607K	Hold	2,415	–	–	0.11%	72
2020 Q2	$339K	Buy	2,415 +90	+4%	+$11.3K	0.07%	89
2020 Q1	$282K	Hold	2,325	–	–	0.15%	63
2019 Q4	$352K	Buy	2,325 +110	+5%	+$17K	0.16%	61
2019 Q3	$322K	Hold	2,215	–	–	0.16%	63
2019 Q2	$364K	Sell	2,215 -250	-10%	-$43.8K	0.19%	61
2019 Q1	$447K	Sell	2,465 -270	-10%	-$47.7K	0.24%	57
2018 Q4	$441K	Hold	2,735	–	–	0.27%	53
2018 Q3	$659K	Sell	2,735 -250	-8%	-$60.5K	0.35%	42
2018 Q2	$678K	Hold	2,985	–	–	0.4%	41
2018 Q1	$717K	Hold	2,985	–	–	0.44%	39
2017 Q4	$745K	Hold	2,985	–	–	0.47%	37
2017 Q3	$673K	Buy	+2,985	New	+$636K	0.47%	38

Other funds holding FDX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

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

Brewin Dolphin Wealth Management's FDX Position: Q2 2022 in Review

Brewin Dolphin Wealth Management held its FedEx (FDX) position steady in Q2 2022 at 2,405 shares worth $545K. The position accounts for 0.06% of the portfolio, ranked #92.

Brewin Dolphin Wealth Management first reported a position in FDX in Q3 2017 and has held it in 20 quarters since. The position peaked at $745K in Q4 2017. 1,644 funds tracked by Wall St. Rank hold FDX as of Q2 2022.

Brewin Dolphin Wealth Management held 2,405 shares of FedEx worth $545K as of Q2 2022.
Brewin Dolphin Wealth Management left its FedEx share count unchanged in Q2 2022.
FedEx made up 0.06% of Brewin Dolphin Wealth Management's portfolio in Q2 2022, its #92 holding.
Brewin Dolphin Wealth Management first reported a position in FedEx in Q3 2017 and has held it in 20 quarters since.
Brewin Dolphin Wealth Management's FedEx position peaked at $745K in Q4 2017.
1,644 funds tracked by Wall St. Rank held FedEx as of Q2 2022.

Based on Brewin Dolphin Wealth Management's 13F filing for Q2 2022, filed 14 Nov 2022.