First Capital Advisors Group’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
$183K Buy
+738
New +$169K 0.1% 155
2022
Q3
Sell
-911
Closed -$207K 229
2022
Q2
$207K Buy
+911
New +$194K 0.14% 154
2018
Q2
Sell
-59
Closed -$14K 362
2018
Q1
$14K Buy
+59
New +$14.9K 0.01% 493

Other funds holding FDX

First Capital Advisors Group's FDX Position: Q2 2023 in Review

First Capital Advisors Group opened a new position in FedEx (FDX) in Q2 2023: 738 shares worth $183K. The stake represents 0.1% of the portfolio and ranks #155 among its holdings. This is a return to the name: First Capital Advisors Group previously reported a position in FDX as recently as Q2 2022.

First Capital Advisors Group first reported a position in FDX in Q1 2018 and has held it in 3 quarters since. The position peaked at $207K in Q2 2022. 1,667 funds tracked by Wall St. Rank hold FDX as of Q2 2023.

  • First Capital Advisors Group held 738 shares of FedEx worth $183K as of Q2 2023.
  • FedEx was a new First Capital Advisors Group position in Q2 2023.
  • FedEx made up 0.1% of First Capital Advisors Group's portfolio in Q2 2023, its #155 holding.
  • First Capital Advisors Group first reported a position in FedEx in Q1 2018 and has held it in 3 quarters since.
  • First Capital Advisors Group's FedEx position peaked at $207K in Q2 2022.
  • 1,667 funds tracked by Wall St. Rank held FedEx as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.