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Brophy Wealth Management’s FedEx FDX Stock Holding History

Brophy 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
2024
Q3 		$510K Buy
+1,865
New +$542K 0.18% 126

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Brophy Wealth Management's FDX Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in FedEx (FDX) in Q3 2024: 1,865 shares worth $510K. The stake represents 0.18% of the portfolio and ranks #126 among its holdings.

1,723 funds tracked by Wall St. Rank hold FDX as of Q3 2024.

  • Brophy Wealth Management held 1,865 shares of FedEx worth $510K as of Q3 2024.
  • FedEx was a new Brophy Wealth Management position in Q3 2024.
  • FedEx made up 0.18% of Brophy Wealth Management's portfolio in Q3 2024, its #126 holding.
  • 1,723 funds tracked by Wall St. Rank held FedEx as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.