Dougherty Wealth Advisers’s FedEx FDX Stock Holding History

Dougherty Wealth Advisers’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
2022 Q1	–	Sell	-407	Closed	-$105K	–	134
2021 Q4	$105K	Hold	407	–	–	0.15%	71
2021 Q3	$89K	Hold	407	–	–	0.13%	77
2021 Q2	$121K	Hold	407	–	–	0.18%	63
2021 Q1	$116K	Hold	407	–	–	0.18%	59
2020 Q4	$106K	Hold	407	–	–	0.17%	60
2020 Q3	$102K	Hold	407	–	–	0.35%	55
2020 Q2	$57K	Hold	407	–	–	0.21%	89
2020 Q1	$49K	Hold	407	–	–	0.2%	93
2019 Q4	$62K	Hold	407	–	–	0.19%	93
2019 Q3	$59K	Hold	407	–	–	0.19%	92
2019 Q2	$67K	Hold	407	–	–	0.19%	93
2019 Q1	$74K	Hold	407	–	–	0.25%	73
2018 Q4	$74K	Buy	+407	New	+$86.1K	0.24%	77

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dougherty Wealth Advisers's FDX Position: Q1 2022 in Review

Dougherty Wealth Advisers sold out of FedEx (FDX) in Q1 2022, closing a stake of 407 shares — an estimated $105K sold.

Dougherty Wealth Advisers first reported a position in FDX in Q4 2018 and held it in 13 quarters. The position peaked at $121K in Q2 2021. 1,620 funds tracked by Wall St. Rank hold FDX as of Q1 2022.

Dougherty Wealth Advisers reported no remaining FedEx position as of Q1 2022 after selling out during the quarter.
Dougherty Wealth Advisers sold 407 FedEx shares in Q1 2022, an estimated $105K.
Dougherty Wealth Advisers first reported a position in FedEx in Q4 2018 and held it in 13 quarters.
Dougherty Wealth Advisers's FedEx position peaked at $121K in Q2 2021.
1,620 funds tracked by Wall St. Rank held FedEx as of Q1 2022.

Based on Dougherty Wealth Advisers's 13F filing for Q1 2022, filed 29 Apr 2022.