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Elite Wealth Management’s FedEx FDX Stock Holding History

Elite 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
2014
Q1 		– Sell
-96
Closed -$1K – 448
2013
Q4 		$1K Buy
+96
New +$12.7K ﹤0.01% 790
2013
Q3 		– Sell
-348
Closed -$3K – 435
2013
Q2 		$3K Buy
+348
New +$33.8K ﹤0.01% 266

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Elite Wealth Management sold out of FedEx (FDX) in Q1 2024, closing a stake of 1,261 shares — an estimated $319K sold.

Elite Wealth Management first reported a position in FDX in Q2 2013 and held it in 24 quarters. The position peaked at $1.71M in Q2 2015. 1,746 funds tracked by Wall St. Rank hold FDX as of Q1 2024.

  • Elite Wealth Management reported no remaining FedEx position as of Q1 2024 after selling out during the quarter.
  • Elite Wealth Management sold 1,261 FedEx shares in Q1 2024, an estimated $319K.
  • Elite Wealth Management first reported a position in FedEx in Q2 2013 and held it in 24 quarters.
  • Elite Wealth Management's FedEx position peaked at $1.71M in Q2 2015.
  • 1,746 funds tracked by Wall St. Rank held FedEx as of Q1 2024.

Based on Elite Wealth Management's 13F filing for Q1 2024, filed 24 Apr 2024.