CA
FDX icon

Cornerstone Advisory’s FedEx FDX Stock Holding History

Cornerstone Advisory’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
Q2 		– Sell
-748
Closed -$217K – 219
2024
Q1 		$217K Buy
+748
New +$187K 0.03% 213
2022
Q1 		– Sell
-377
Closed -$97K – 396
2021
Q4 		$97K Buy
+377
New +$90.5K 0.01% 333

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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

Cornerstone Advisory's FDX Position: Q2 2024 in Review

Cornerstone Advisory sold out of FedEx (FDX) in Q2 2024, closing a stake of 748 shares — an estimated $217K sold.

Cornerstone Advisory first reported a position in FDX in Q4 2021 and held it in 2 quarters. The position peaked at $217K in Q1 2024. 1,784 funds tracked by Wall St. Rank hold FDX as of Q2 2024.

  • Cornerstone Advisory reported no remaining FedEx position as of Q2 2024 after selling out during the quarter.
  • Cornerstone Advisory sold 748 FedEx shares in Q2 2024, an estimated $217K.
  • Cornerstone Advisory first reported a position in FedEx in Q4 2021 and held it in 2 quarters.
  • Cornerstone Advisory's FedEx position peaked at $217K in Q1 2024.
  • 1,784 funds tracked by Wall St. Rank held FedEx as of Q2 2024.

Based on Cornerstone Advisory's 13F filing for Q2 2024, filed 14 Aug 2024.