Financial Architects (New Jersey)’s FedEx FDX Stock Holding History

Financial Architects (New Jersey)’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
2019 Q3	–	Sell	-400	Closed	-$66K	–	1049
2019 Q2	$66K	Buy	+400	New	+$70K	0.01%	453
2018 Q4	–	Sell	-500	Closed	-$120K	–	1381
2018 Q3	$120K	Buy	+500	New	+$121K	0.02%	417
2018 Q2	–	Sell	-200	Closed	-$48K	–	1380
2018 Q1	$48K	Sell	200 -500	-71%	-$126K	0.01%	616
2017 Q4	$175K	Buy	+700	New	+$160K	0.03%	351
2017 Q2	–	Sell	-2,000	Closed	-$390K	–	1542
2017 Q1	$390K	Buy	+2,000	New	+$382K	0.07%	176

Other funds holding FDX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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.