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Cassady Schiller Wealth Management’s FedEx FDX Stock Holding History

Cassady Schiller 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
Q4 		$3.38K Buy
+12
New +$3.35K ﹤0.01% 485
2022
Q1 		– Sell
-64
Closed -$16K – 278
2021
Q4 		$16K Buy
+64
New +$15.4K 0.01% 285

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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cassady Schiller Wealth Management's FDX Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in FedEx (FDX) in Q4 2024: 12 shares worth $3.38K. The stake represents ﹤0.01% of the portfolio and ranks #485 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in FDX as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in FDX in Q4 2021 and has held it in 2 quarters since. The position peaked at $16K in Q4 2021. 1,827 funds tracked by Wall St. Rank hold FDX as of Q4 2024.

  • Cassady Schiller Wealth Management held 12 shares of FedEx worth $3.38K as of Q4 2024.
  • FedEx was a new Cassady Schiller Wealth Management position in Q4 2024.
  • FedEx made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #485 holding.
  • Cassady Schiller Wealth Management first reported a position in FedEx in Q4 2021 and has held it in 2 quarters since.
  • Cassady Schiller Wealth Management's FedEx position peaked at $16K in Q4 2021.
  • 1,827 funds tracked by Wall St. Rank held FedEx as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.