Evolution Wealth Advisors’s FedEx FDX Stock Holding History

Evolution 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
2021 Q4	–	Sell	-170	Closed	-$37K	–	329
2021 Q3	$37K	Hold	170	–	–	0.01%	244
2021 Q2	$51K	Hold	170	–	–	0.01%	205
2021 Q1	$48K	Hold	170	–	–	0.01%	203
2020 Q4	$44K	Hold	170	–	–	0.01%	187
2020 Q3	$43K	Hold	170	–	–	0.01%	194
2020 Q2	$24K	Hold	170	–	–	0.01%	195
2020 Q1	$21K	Hold	170	–	–	0.01%	151
2019 Q4	$26K	Sell	170 -16	-9%	-$2.47K	0.01%	201
2019 Q3	$27K	Buy	186 +16	+9%	+$2.58K	0.01%	71
2019 Q2	$28K	Hold	170	–	–	0.01%	109
2019 Q1	$31K	Buy	+170	New	+$30K	0.01%	89

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

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

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

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

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

Evolution Wealth Advisors's FDX Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of FedEx (FDX) in Q4 2021, closing a stake of 170 shares — an estimated $37K sold.

Evolution Wealth Advisors first reported a position in FDX in Q1 2019 and held it in 11 quarters. The position peaked at $51K in Q2 2021. 1,684 funds tracked by Wall St. Rank hold FDX as of Q4 2021.

Evolution Wealth Advisors reported no remaining FedEx position as of Q4 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 170 FedEx shares in Q4 2021, an estimated $37K.
Evolution Wealth Advisors first reported a position in FedEx in Q1 2019 and held it in 11 quarters.
Evolution Wealth Advisors's FedEx position peaked at $51K in Q2 2021.
1,684 funds tracked by Wall St. Rank held FedEx as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.