Encompass Wealth Advisors’s FedEx FDX Stock Holding History

Encompass 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 Q4	–	Sell	-925	Closed	-$253K	–	108
2024 Q3	$253K	Hold	925	–	–	0.06%	209
2024 Q2	$277K	Hold	925	–	–	0.07%	193
2024 Q1	$268K	Hold	925	–	–	0.07%	206
2023 Q4	$234K	Hold	925	–	–	0.07%	192
2023 Q3	$245K	Hold	925	–	–	0.08%	172
2023 Q2	$229K	Hold	925	–	–	0.07%	184
2023 Q1	$211K	Buy	+925	New	+$188K	0.07%	189

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

Encompass Wealth Advisors's FDX Position: Q4 2024 in Review

Encompass Wealth Advisors sold out of FedEx (FDX) in Q4 2024, closing a stake of 925 shares — an estimated $253K sold.

Encompass Wealth Advisors first reported a position in FDX in Q1 2023 and held it in 7 quarters. The position peaked at $277K in Q2 2024. 1,827 funds tracked by Wall St. Rank hold FDX as of Q4 2024.

Encompass Wealth Advisors reported no remaining FedEx position as of Q4 2024 after selling out during the quarter.
Encompass Wealth Advisors sold 925 FedEx shares in Q4 2024, an estimated $253K.
Encompass Wealth Advisors first reported a position in FedEx in Q1 2023 and held it in 7 quarters.
Encompass Wealth Advisors's FedEx position peaked at $277K in Q2 2024.
1,827 funds tracked by Wall St. Rank held FedEx as of Q4 2024.

Based on Encompass Wealth Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.