Burt Wealth Advisors’s FedEx FDX Stock Holding History

Burt 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
2019 Q4	–	Sell	-12	Closed	-$2K	–	339
2019 Q3	$2K	Hold	12	–	–	﹤0.01%	318
2019 Q2	$2K	Sell	12 -265	-96%	-$46.4K	﹤0.01%	322
2019 Q1	$50K	Hold	277	–	–	0.02%	174
2018 Q4	$45K	Buy	277 +140	+102%	+$29.6K	0.02%	180
2018 Q3	$33K	Hold	137	–	–	0.02%	209
2018 Q2	$31K	Hold	137	–	–	0.01%	211
2018 Q1	$33K	Hold	137	–	–	0.02%	213
2017 Q4	$34K	Buy	+137	New	+$31.3K	0.02%	207

Other funds holding FDX

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

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

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 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

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Burt Wealth Advisors's FDX Position: Q4 2019 in Review

Burt Wealth Advisors sold out of FedEx (FDX) in Q4 2019, closing a stake of 12 shares — an estimated $2K sold.

Burt Wealth Advisors first reported a position in FDX in Q4 2017 and held it in 8 quarters. The position peaked at $50K in Q1 2019. 1,274 funds tracked by Wall St. Rank hold FDX as of Q4 2019.

Burt Wealth Advisors reported no remaining FedEx position as of Q4 2019 after selling out during the quarter.
Burt Wealth Advisors sold 12 FedEx shares in Q4 2019, an estimated $2K.
Burt Wealth Advisors first reported a position in FedEx in Q4 2017 and held it in 8 quarters.
Burt Wealth Advisors's FedEx position peaked at $50K in Q1 2019.
1,274 funds tracked by Wall St. Rank held FedEx as of Q4 2019.

Based on Burt Wealth Advisors's 13F filing for Q4 2019, filed 29 Jan 2020.