Curi Wealth Management’s FedEx FDX Stock Holding History

Curi 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 Q1	–	Sell	-4,099	Closed	-$1.04M	–	50
2023 Q4	$1.04M	Hold	4,099	–	–	0.14%	63
2023 Q3	$1.09M	Sell	4,099 -105	-2%	-$27.3K	0.17%	62
2023 Q2	$1.04M	Sell	4,204 -15	-0.4%	-$3.43K	0.14%	65
2023 Q1	$964K	Sell	4,219 -13	-0.3%	-$2.64K	0.14%	70
2022 Q4	$733K	Sell	4,232 -118	-3%	-$19.6K	0.1%	102
2022 Q3	$646K	Buy	4,350 +4,347	+144,900%	+$917K	0.11%	99
2022 Q2	$1K	Hold	3	–	–	﹤0.01%	560
2022 Q1	$0	Hold	3	–	–	﹤0.01%	558
2021 Q4	$0	Buy	+3	New	+$720	﹤0.01%	523
2021 Q1	–	Sell	-122	Closed	-$31K	–	233
2020 Q4	$31K	Buy	+122	New	+$33.8K	0.02%	177

Other funds holding FDX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Curi Wealth Management's FDX Position: Q1 2024 in Review

Curi Wealth Management sold out of FedEx (FDX) in Q1 2024, closing a stake of 4,099 shares — an estimated $1.04M sold.

Curi Wealth Management first reported a position in FDX in Q4 2020 and held it in 10 quarters. The position peaked at $1.09M in Q3 2023. 1,746 funds tracked by Wall St. Rank hold FDX as of Q1 2024.

Curi Wealth Management reported no remaining FedEx position as of Q1 2024 after selling out during the quarter.
Curi Wealth Management sold 4,099 FedEx shares in Q1 2024, an estimated $1.04M.
Curi Wealth Management first reported a position in FedEx in Q4 2020 and held it in 10 quarters.
Curi Wealth Management's FedEx position peaked at $1.09M in Q3 2023.
1,746 funds tracked by Wall St. Rank held FedEx as of Q1 2024.

Based on Curi Wealth Management's 13F filing for Q1 2024.