Cypress Wealth Services’s FedEx FDX Stock Holding History

Cypress Wealth Services’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	-4,061	Closed	-$569K	–	325
2020 Q2	$569K	Buy	4,061 +20	+0.5%	+$2.52K	0.14%	136
2020 Q1	$490K	Hold	4,041	–	–	0.14%	126
2019 Q4	$611K	Sell	4,041 -139	-3%	-$21.4K	0.15%	115
2019 Q3	$608K	Sell	4,180 -200	-5%	-$32.2K	0.17%	117
2019 Q2	$719K	Buy	4,380 +178	+4%	+$31.2K	0.21%	111
2019 Q1	$762K	Buy	4,202 +80	+2%	+$14.1K	0.24%	98
2018 Q4	$665K	Hold	4,122	–	–	0.26%	93
2018 Q3	$993K	Sell	4,122 -75	-2%	-$18.2K	0.36%	81
2018 Q2	$953K	Hold	4,197	–	–	0.36%	81
2018 Q1	$1.01M	Sell	4,197 -124	-3%	-$31.3K	0.43%	72
2017 Q4	$1.08M	Buy	+4,321	New	+$988K	0.45%	62

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Cypress Wealth Services's FDX Position: Q3 2020 in Review

Cypress Wealth Services sold out of FedEx (FDX) in Q3 2020, closing a stake of 4,061 shares — an estimated $569K sold.

Cypress Wealth Services first reported a position in FDX in Q4 2017 and held it in 11 quarters. The position peaked at $1.08M in Q4 2017. 1,416 funds tracked by Wall St. Rank hold FDX as of Q3 2020.

Cypress Wealth Services reported no remaining FedEx position as of Q3 2020 after selling out during the quarter.
Cypress Wealth Services sold 4,061 FedEx shares in Q3 2020, an estimated $569K.
Cypress Wealth Services first reported a position in FedEx in Q4 2017 and held it in 11 quarters.
Cypress Wealth Services's FedEx position peaked at $1.08M in Q4 2017.
1,416 funds tracked by Wall St. Rank held FedEx as of Q3 2020.

Based on Cypress Wealth Services's 13F filing for Q3 2020, filed 23 Oct 2020.