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CFM Wealth Partners’s FedEx FDX Stock Holding History

CFM Wealth Partners’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
2020
Q3 		– Sell
-629
Closed -$88K – 258
2020
Q2 		$88K Hold
629
– – 0.03% 215
2020
Q1 		$76K Sell
629
-101
-14% -$14.2K 0.04% 222
2019
Q4 		$116K Buy
+730
New +$113K 0.04% 191

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Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

CFM Wealth Partners's FDX Position: Q3 2020 in Review

CFM Wealth Partners sold out of FedEx (FDX) in Q3 2020, closing a stake of 629 shares — an estimated $88K sold.

CFM Wealth Partners first reported a position in FDX in Q4 2019 and held it in 3 quarters. The position peaked at $116K in Q4 2019. 1,416 funds tracked by Wall St. Rank hold FDX as of Q3 2020.

  • CFM Wealth Partners reported no remaining FedEx position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 629 FedEx shares in Q3 2020, an estimated $88K.
  • CFM Wealth Partners first reported a position in FedEx in Q4 2019 and held it in 3 quarters.
  • CFM Wealth Partners's FedEx position peaked at $116K in Q4 2019.
  • 1,416 funds tracked by Wall St. Rank held FedEx as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.