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Delos Wealth Advisors’s FedEx FDX Stock Holding History

Delos Wealth Advisors’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
Q3 		– Sell
-21
Closed -$6.3K – 259
2024
Q2 		$6.3K Hold
21
– – 0.01% 147
2024
Q1 		$6.08K Sell
21
-28
-57% -$7K 0.01% 150
2023
Q4 		$12.4K Hold
49
– – 0.02% 96
2023
Q3 		$12.8K Hold
49
– – 0.02% 128
2023
Q2 		$12.1K Sell
49
-41
-46% -$9.38K 0.02% 127
2023
Q1 		$20.6K Sell
90
-141
-61% -$28.6K 0.03% 95
2022
Q4 		$40K Sell
231
-323
-58% -$53.7K 0.06% 66
2022
Q3 		$82K Sell
554
-1,868
-77% -$394K 0.1% 47
2022
Q2 		$549K Sell
2,422
-4,061
-63% -$867K 0.61% 37
2022
Q1 		$1.5M Buy
6,483
+1,001
+18% +$235K 1.48% 34
2021
Q4 		$1.42M Buy
5,482
+192
+4% +$46.1K 1.35% 27
2021
Q3 		$1.16M Buy
5,290
+453
+9% +$123K 1.28% 28
2021
Q2 		$1.44M Buy
+4,837
New +$1.44M 1.8% 24

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Delos Wealth Advisors's FDX Position: Q3 2024 in Review

Delos Wealth Advisors sold out of FedEx (FDX) in Q3 2024, closing a stake of 21 shares — an estimated $6.3K sold.

Delos Wealth Advisors first reported a position in FDX in Q2 2021 and held it in 13 quarters. The position peaked at $1.5M in Q1 2022. 1,723 funds tracked by Wall St. Rank hold FDX as of Q3 2024.

  • Delos Wealth Advisors reported no remaining FedEx position as of Q3 2024 after selling out during the quarter.
  • Delos Wealth Advisors sold 21 FedEx shares in Q3 2024, an estimated $6.3K.
  • Delos Wealth Advisors first reported a position in FedEx in Q2 2021 and held it in 13 quarters.
  • Delos Wealth Advisors's FedEx position peaked at $1.5M in Q1 2022.
  • 1,723 funds tracked by Wall St. Rank held FedEx as of Q3 2024.

Based on Delos Wealth Advisors's 13F filing for Q3 2024, filed 15 Nov 2024.