Financial Synergies Wealth Advisors’s FedEx FDX Stock Holding History

Financial Synergies 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 Q2	–	Sell	-207	Closed	-$60K	–	202
2024 Q1	$60K	Buy	+207	New	+$51.8K	0.01%	119
2023 Q4	–	Sell	-204	Closed	-$54K	–	495
2023 Q3	$54K	Buy	+204	New	+$53K	0.01%	111
2022 Q4	–	Sell	-3	Closed	-$446	–	477
2022 Q3	$446	Hold	3	–	–	﹤0.01%	371
2022 Q2	$681	Buy	+3	New	+$640	﹤0.01%	349

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Financial Synergies Wealth Advisors's FDX Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of FedEx (FDX) in Q2 2024, closing a stake of 207 shares — an estimated $60K sold.

Financial Synergies Wealth Advisors first reported a position in FDX in Q2 2022 and held it in 4 quarters. The position peaked at $60K in Q1 2024. 1,784 funds tracked by Wall St. Rank hold FDX as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining FedEx position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 207 FedEx shares in Q2 2024, an estimated $60K.
Financial Synergies Wealth Advisors first reported a position in FedEx in Q2 2022 and held it in 4 quarters.
Financial Synergies Wealth Advisors's FedEx position peaked at $60K in Q1 2024.
1,784 funds tracked by Wall St. Rank held FedEx as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.