First Allied Advisory Services’s FedEx FDX Stock Holding History

First Allied Advisory Services’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
2020 Q3	$1.8M	Sell	7,178 -760	-10%	-$152K	0.06%	316
2020 Q2	$1.11M	Sell	7,938 -444	-5%	-$55.9K	0.04%	419
2020 Q1	$1.02M	Sell	8,382 -1,694	-17%	-$238K	0.04%	384
2019 Q4	$1.53M	Sell	10,076 -4,615	-31%	-$711K	0.05%	360
2019 Q3	$2.15M	Buy	14,691 +1,964	+15%	+$317K	0.08%	285
2019 Q2	$2.09M	Buy	12,727 +2,336	+22%	+$409K	0.07%	293
2019 Q1	$1.89M	Buy	10,391 +1,498	+17%	+$265K	0.06%	307
2018 Q4	$1.42M	Sell	8,893 -882	-9%	-$187K	0.06%	333
2018 Q3	$2.35M	Sell	9,775 -1,161	-11%	-$281K	0.08%	268
2018 Q2	$2.48M	Buy	10,936 +2,248	+26%	+$557K	0.09%	242
2018 Q1	$2.08M	Buy	8,688 +866	+11%	+$219K	0.08%	272
2017 Q4	$1.93M	Buy	7,822 +75	+1%	+$17.2K	0.08%	283
2017 Q3	$1.75M	Sell	7,747 -284	-4%	-$60.5K	0.08%	273
2017 Q2	$1.74M	Buy	8,031 +414	+5%	+$81.7K	0.08%	276
2017 Q1	$1.49M	Buy	7,617 +240	+3%	+$45.8K	0.08%	274
2016 Q4	$1.37M	Sell	7,377 -1,150	-13%	-$211K	0.07%	298
2016 Q3	$1.49M	Sell	8,527 -689	-7%	-$113K	0.08%	266
2016 Q2	$1.4M	Buy	9,216 +911	+11%	+$148K	0.08%	271
2016 Q1	$1.34M	Sell	8,305 -2,876	-26%	-$400K	0.07%	275
2015 Q4	$1.65M	Buy	11,181 +1,613	+17%	+$249K	0.09%	251
2015 Q3	$1.37M	Sell	9,568 -377	-4%	-$60.2K	0.08%	289
2015 Q2	$1.71M	Buy	9,945 +504	+5%	+$87.7K	0.08%	288
2015 Q1	$1.55M	Buy	9,441 +1,733	+22%	+$301K	0.1%	238
2014 Q4	$1.33M	Buy	7,708 +1,874	+32%	+$317K	0.1%	242
2014 Q3	$945K	Sell	5,834 -163	-3%	-$24.8K	0.08%	306
2014 Q2	$908K	Buy	5,997 +366	+6%	+$51.1K	0.07%	346
2014 Q1	$750K	Buy	5,631 +1,797	+47%	+$244K	0.06%	385
2013 Q4	$550K	Sell	3,834 -5,284	-58%	-$700K	0.04%	465
2013 Q3	$1.04M	Sell	9,118 -160	-2%	-$17.3K	0.06%	300
2013 Q2	$908K	Buy	+9,278	New	+$901K	0.07%	283

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

First Allied Advisory Services's FDX Position: Q3 2020 in Review

First Allied Advisory Services reduced its FedEx (FDX) stake by 9.6% in Q3 2020, selling an estimated $152K and leaving 7,178 shares worth $1.8M. The position accounts for 0.06% of the portfolio, ranked #316.

First Allied Advisory Services first reported a position in FDX in Q2 2013 and has held it in 30 quarters since. The position peaked at $2.48M in Q2 2018. 1,416 funds tracked by Wall St. Rank hold FDX as of Q3 2020.

First Allied Advisory Services held 7,178 shares of FedEx worth $1.8M as of Q3 2020.
First Allied Advisory Services sold 760 FedEx shares in Q3 2020, an estimated $152K.
FedEx made up 0.06% of First Allied Advisory Services's portfolio in Q3 2020, its #316 holding.
First Allied Advisory Services first reported a position in FedEx in Q2 2013 and has held it in 30 quarters since.
First Allied Advisory Services's FedEx position peaked at $2.48M in Q2 2018.
1,416 funds tracked by Wall St. Rank held FedEx as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.