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FinTrust Capital Advisors’s FedEx FDX Stock Holding History

FinTrust Capital 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
Q3 		$236K Buy
864
+118
+16% +$34.3K 0.04% 282
2024
Q2 		$224K Sell
746
-260
-26% -$68K 0.04% 280
2024
Q1 		$291K Buy
1,006
+252
+33% +$63K 0.06% 232
2023
Q4 		$191K Hold
754
– – 0.04% 280
2023
Q3 		$200K Buy
754
+122
+19% +$31.7K 0.04% 259
2023
Q2 		$109K Hold
632
– – 0.03% 334
2023
Q1 		$109K Hold
632
– – 0.03% 332
2022
Q4 		$109K Sell
632
-322
-34% -$53.5K 0.03% 332
2022
Q3 		$149K Buy
954
+247
+35% +$52.1K 0.04% 306
2022
Q2 		$161K Hold
707
– – 0.04% 297
2022
Q1 		$163K Sell
707
-263
-27% -$61.8K 0.04% 318
2021
Q4 		$251K Sell
970
-40
-4% -$9.6K 0.06% 252
2021
Q3 		$221K Sell
1,010
-90
-8% -$24.4K 0.06% 258
2021
Q2 		$328K Buy
1,100
+135
+14% +$40.1K 0.09% 206
2021
Q1 		$274K Sell
965
-136
-12% -$35K 0.08% 217
2020
Q4 		$286K Buy
1,101
+136
+14% +$37.7K 0.09% 186
2020
Q3 		$243 Sell
965
-199
-17% -$39.8K 0.05% 194
2020
Q2 		$163K Sell
1,164
-1,747
-60% -$220K 0.06% 246
2020
Q1 		$353K Buy
2,911
+31
+1% +$4.36K 0.17% 117
2019
Q4 		$435K Sell
2,880
-429
-13% -$66.1K 0.18% 118
2019
Q3 		$482K Buy
3,309
+529
+19% +$85.3K 0.16% 123
2019
Q2 		$457K Buy
2,780
+70
+3% +$12.3K 0.18% 115
2019
Q1 		$491K Buy
2,710
+439
+19% +$77.6K 0.21% 106
2018
Q4 		$367K Buy
+2,271
New +$480K 0.18% 111

Other funds holding FDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

FinTrust Capital Advisors's FDX Position: Q3 2024 in Review

FinTrust Capital Advisors increased its FedEx (FDX) stake by 16% in Q3 2024, buying an estimated $34.3K and bringing the position to 864 shares worth $236K. The position accounts for 0.04% of the portfolio, ranked #282.

FinTrust Capital Advisors first reported a position in FDX in Q4 2018 and has held it in 24 quarters since. The position peaked at $491K in Q1 2019. 1,723 funds tracked by Wall St. Rank hold FDX as of Q3 2024.

  • FinTrust Capital Advisors held 864 shares of FedEx worth $236K as of Q3 2024.
  • FinTrust Capital Advisors bought 118 FedEx shares in Q3 2024, an estimated $34.3K.
  • FedEx made up 0.04% of FinTrust Capital Advisors's portfolio in Q3 2024, its #282 holding.
  • FinTrust Capital Advisors first reported a position in FedEx in Q4 2018 and has held it in 24 quarters since.
  • FinTrust Capital Advisors's FedEx position peaked at $491K in Q1 2019.
  • 1,723 funds tracked by Wall St. Rank held FedEx as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.