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CarsonAllaria Wealth Management’s FedEx FDX Stock Holding History

CarsonAllaria 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
2023
Q3 		– Sell
-22
Closed -$5.45K – 378
2023
Q2 		$5.45K Buy
+22
New +$5.04K ﹤0.01% 260

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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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CarsonAllaria Wealth Management's FDX Position: Q3 2023 in Review

CarsonAllaria Wealth Management sold out of FedEx (FDX) in Q3 2023, closing a stake of 22 shares — an estimated $5.45K sold.

CarsonAllaria Wealth Management first reported a position in FDX in Q2 2023 and held it in 1 quarter. The position peaked at $5.45K in Q2 2023. 1,672 funds tracked by Wall St. Rank hold FDX as of Q3 2023.

  • CarsonAllaria Wealth Management reported no remaining FedEx position as of Q3 2023 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 22 FedEx shares in Q3 2023, an estimated $5.45K.
  • CarsonAllaria Wealth Management first reported a position in FedEx in Q2 2023 and held it in 1 quarter.
  • CarsonAllaria Wealth Management's FedEx position peaked at $5.45K in Q2 2023.
  • 1,672 funds tracked by Wall St. Rank held FedEx as of Q3 2023.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2023, filed 9 Nov 2023.