Castle Wealth Management’s FedEx FDX Stock Holding History

Castle 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
2022 Q3	–	Sell	-9	Closed	-$2K	–	693
2022 Q2	$2K	Buy	+9	New	+$1.92K	﹤0.01%	565

Other funds holding FDX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Castle Wealth Management's FDX Position: Q3 2022 in Review

Castle Wealth Management sold out of FedEx (FDX) in Q3 2022, closing a stake of 9 shares — an estimated $2K sold.

Castle Wealth Management first reported a position in FDX in Q2 2022 and held it in 1 quarter. The position peaked at $2K in Q2 2022. 1,464 funds tracked by Wall St. Rank hold FDX as of Q3 2022.

Castle Wealth Management reported no remaining FedEx position as of Q3 2022 after selling out during the quarter.
Castle Wealth Management sold 9 FedEx shares in Q3 2022, an estimated $2K.
Castle Wealth Management first reported a position in FedEx in Q2 2022 and held it in 1 quarter.
Castle Wealth Management's FedEx position peaked at $2K in Q2 2022.
1,464 funds tracked by Wall St. Rank held FedEx as of Q3 2022.

Based on Castle Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.