Capital Asset Advisory Services’s FedEx FDX Stock Holding History

Capital Asset Advisory Services’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
2025 Q1	–	Sell	-838	Closed	-$230K	–	290
2024 Q4	$230K	Buy	838 +3	+0.4%	+$838	0.01%	288
2024 Q3	$218K	Sell	835 -3	-0.4%	-$871	0.01%	302
2024 Q2	$245K	Sell	838 -72	-8%	-$18.8K	0.01%	274
2024 Q1	$249K	Buy	910 +4	+0.4%	+$1K	0.01%	275
2023 Q4	$229K	Buy	906 +24	+3%	+$6.1K	0.01%	279
2023 Q3	$225K	Sell	882 -27	-3%	-$7.02K	0.02%	287
2023 Q2	$234K	Sell	909 -11	-1%	-$2.52K	0.02%	293
2023 Q1	$210K	Buy	+920	New	+$187K	0.02%	330
2022 Q3	–	Sell	-896	Closed	-$204K	–	503
2022 Q2	$204K	Buy	+896	New	+$191K	0.02%	371
2022 Q1	–	Sell	-793	Closed	-$205K	–	583
2021 Q4	$205K	Buy	+793	New	+$190K	0.02%	390
2021 Q3	–	Sell	-856	Closed	-$256K	–	714
2021 Q2	$256K	Sell	856 -50	-6%	-$14.8K	0.03%	387
2021 Q1	$258K	Sell	906 -23	-2%	-$5.92K	0.04%	364
2020 Q4	$241K	Buy	929 +64	+7%	+$17.7K	0.04%	308
2020 Q3	$218K	Buy	+865	New	+$173K	0.05%	286

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Asset Advisory Services's FDX Position: Q1 2025 in Review

Capital Asset Advisory Services sold out of FedEx (FDX) in Q1 2025, closing a stake of 838 shares — an estimated $230K sold.

Capital Asset Advisory Services first reported a position in FDX in Q3 2020 and held it in 14 quarters. The position peaked at $258K in Q1 2021. 1,731 funds tracked by Wall St. Rank hold FDX as of Q1 2025.

Capital Asset Advisory Services reported no remaining FedEx position as of Q1 2025 after selling out during the quarter.
Capital Asset Advisory Services sold 838 FedEx shares in Q1 2025, an estimated $230K.
Capital Asset Advisory Services first reported a position in FedEx in Q3 2020 and held it in 14 quarters.
Capital Asset Advisory Services's FedEx position peaked at $258K in Q1 2021.
1,731 funds tracked by Wall St. Rank held FedEx as of Q1 2025.

Based on Capital Asset Advisory Services's 13F filing for Q1 2025, filed 9 Apr 2025.