Financial Architects (New Jersey)’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $757K | Sell |
3,055
-84
| -3% | -$19.2K | 0.11% | 168 |
|
|
2023
Q1 | $717K | Sell |
3,139
-4
| -0.1% | -$812 | 0.12% | 170 |
|
|
2022
Q4 | $544K | Sell |
3,143
-532
| -14% | -$88.4K | 0.09% | 200 |
|
|
2022
Q3 | $546K | Buy |
+3,675
| New | +$776K | 0.1% | 188 |
|
|
2022
Q2 | – | Sell |
-3,869
| Closed | -$895K | – | 96 |
|
|
2022
Q1 | $895K | Buy |
3,869
+389
| +11% | +$91.4K | 0.13% | 154 |
|
|
2021
Q4 | $900K | Buy |
3,480
+1,325
| +61% | +$318K | 0.12% | 157 |
|
|
2021
Q3 | $473K | Sell |
2,155
-450
| -17% | -$122K | 0.07% | 204 |
|
|
2021
Q2 | $777K | Buy |
2,605
+103
| +4% | +$30.6K | 0.11% | 157 |
|
|
2021
Q1 | $711K | Sell |
2,502
-6
| -0.2% | -$1.55K | 0.11% | 161 |
|
|
2020
Q4 | $651K | Buy |
2,508
+93
| +4% | +$25.8K | 0.12% | 147 |
|
|
2020
Q3 | $607K | Buy |
2,415
+1,124
| +87% | +$225K | 0.13% | 134 |
|
|
2020
Q2 | $181K | Sell |
1,291
-309
| -19% | -$38.9K | 0.04% | 259 |
|
|
2020
Q1 | $194K | Buy |
1,600
+760
| +90% | +$107K | 0.05% | 219 |
|
|
2019
Q4 | $127K | Hold |
840
| – | – | 0.03% | 298 |
|
|
2019
Q3 | $122K | Sell |
840
-100
| -11% | -$16.1K | 0.03% | 299 |
|
|
2019
Q2 | $154K | Sell |
940
-45
| -5% | -$7.88K | 0.03% | 300 |
|
|
2019
Q1 | $179K | Buy |
985
+85
| +9% | +$15K | 0.03% | 317 |
|
|
2018
Q4 | $145K | Sell |
900
-43
| -5% | -$9.1K | 0.03% | 325 |
|
|
2018
Q3 | $227K | Sell |
943
-743
| -44% | -$180K | 0.04% | 293 |
|
|
2018
Q2 | $383K | Buy |
1,686
+715
| +74% | +$177K | 0.07% | 191 |
|
|
2018
Q1 | $233K | Sell |
971
-873
| -47% | -$221K | 0.05% | 282 |
|
|
2017
Q4 | $460K | Buy |
1,844
+55
| +3% | +$12.6K | 0.08% | 178 |
|
|
2017
Q3 | $403K | Buy |
1,789
+107
| +6% | +$22.8K | 0.07% | 183 |
|
|
2017
Q2 | $366K | Buy |
1,682
+1
| +0.1% | +$197 | 0.07% | 196 |
|
|
2017
Q1 | $329K | Sell |
1,681
-43
| -2% | -$8.21K | 0.06% | 196 |
|
|
2016
Q4 | $321K | Buy |
1,724
+126
| +8% | +$23.1K | 0.08% | 180 |
|
|
2016
Q3 | $279K | Buy |
1,598
+133
| +9% | +$21.8K | 0.07% | 199 |
|
|
2016
Q2 | $222K | Buy |
1,465
+527
| +56% | +$85.5K | 0.06% | 225 |
|
|
2016
Q1 | $153K | Buy |
+938
| New | +$130K | 0.05% | 226 |
|
|
2015
Q3 | – | Sell |
-775
| Closed | -$132K | – | 456 |
|
|
2015
Q2 | $132K | Buy |
775
+100
| +15% | +$17.4K | 0.05% | 254 |
|
|
2015
Q1 | $112K | Sell |
675
-249
| -27% | -$43.2K | 0.04% | 265 |
|
|
2014
Q4 | $161K | Buy |
+924
| New | +$156K | 0.07% | 193 |
|
|
2014
Q3 | – | Sell |
-702
| Closed | -$106K | – | 934 |
|
|
2014
Q2 | $106K | Buy |
+702
| New | +$98.1K | 0.05% | 214 |
|
|
2013
Q4 | – | Sell |
-152
| Closed | -$17K | – | 298 |
|
|
2013
Q3 | $17K | Sell |
152
-1,815
| -92% | -$196K | 0.01% | 418 |
|
|
2013
Q2 | $196K | Buy |
+1,967
| New | +$191K | 0.14% | 113 |
|
Other funds holding FDX
Financial Architects (New Jersey)'s FDX Position: Q2 2023 in Review
Financial Architects (New Jersey) reduced its FedEx (FDX) stake by 2.7% in Q2 2023, selling an estimated $19.2K and leaving 3,055 shares worth $757K. The position accounts for 0.11% of the portfolio, ranked #168.
Financial Architects (New Jersey) first reported a position in FDX in Q2 2013 and has held it in 35 quarters since. The position peaked at $900K in Q4 2021. 1,668 funds tracked by Wall St. Rank hold FDX as of Q2 2023.
- Financial Architects (New Jersey) held 3,055 shares of FedEx worth $757K as of Q2 2023.
- Financial Architects (New Jersey) sold 84 FedEx shares in Q2 2023, an estimated $19.2K.
- FedEx made up 0.11% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #168 holding.
- Financial Architects (New Jersey) first reported a position in FedEx in Q2 2013 and has held it in 35 quarters since.
- Financial Architects (New Jersey)'s FedEx position peaked at $900K in Q4 2021.
- 1,668 funds tracked by Wall St. Rank held FedEx as of Q2 2023.
Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.