Focused Wealth Management’s FedEx FDX Stock Holding History

Focused Wealth Management’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 Q1	–	Sell	-78	Closed	-$19.7K	–	453
2023 Q4	$19.7K	Hold	78	–	–	﹤0.01%	440
2023 Q3	$20.6K	Hold	78	–	–	﹤0.01%	421
2023 Q2	$19.3K	Hold	78	–	–	﹤0.01%	438
2023 Q1	$17.7K	Buy	78 +1	+1%	+$203	﹤0.01%	453
2022 Q4	$13.4K	Buy	77 +17	+28%	+$2.83K	﹤0.01%	484
2022 Q3	$9K	Hold	60	–	–	﹤0.01%	506
2022 Q2	$14K	Buy	60 +41	+216%	+$8.75K	﹤0.01%	457
2022 Q1	$4K	Hold	19	–	–	﹤0.01%	705
2021 Q4	$5K	Sell	19 -475	-96%	-$114K	﹤0.01%	693
2021 Q3	$108K	Buy	494 +19	+4%	+$5.16K	0.02%	281
2021 Q2	$142K	Hold	475	–	–	0.02%	236
2021 Q1	$135K	Buy	+475	New	+$122K	0.02%	230
2019 Q3	–	Sell	-40	Closed	-$7K	–	724
2019 Q2	$7K	Hold	40	–	–	﹤0.01%	552
2019 Q1	$7K	Hold	40	–	–	﹤0.01%	510
2018 Q4	$6K	Hold	40	–	–	﹤0.01%	515
2018 Q3	$10K	Hold	40	–	–	﹤0.01%	449
2018 Q2	$9K	Hold	40	–	–	﹤0.01%	460
2018 Q1	$10K	Hold	40	–	–	﹤0.01%	478
2017 Q4	$10K	Hold	40	–	–	﹤0.01%	465
2017 Q3	$9K	Hold	40	–	–	﹤0.01%	451
2017 Q2	$9K	Buy	+40	New	+$7.9K	﹤0.01%	487
2016 Q2	–	Sell	-10	Closed	-$2K	–	686
2016 Q1	$2K	Buy	+10	New	+$1.39K	﹤0.01%	558

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 $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

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

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

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

Focused Wealth Management's FDX Position: Q1 2024 in Review

Focused Wealth Management sold out of FedEx (FDX) in Q1 2024, closing a stake of 78 shares — an estimated $19.7K sold.

Focused Wealth Management first reported a position in FDX in Q1 2016 and held it in 22 quarters. The position peaked at $142K in Q2 2021. 1,748 funds tracked by Wall St. Rank hold FDX as of Q1 2024.

Focused Wealth Management reported no remaining FedEx position as of Q1 2024 after selling out during the quarter.
Focused Wealth Management sold 78 FedEx shares in Q1 2024, an estimated $19.7K.
Focused Wealth Management first reported a position in FedEx in Q1 2016 and held it in 22 quarters.
Focused Wealth Management's FedEx position peaked at $142K in Q2 2021.
1,748 funds tracked by Wall St. Rank held FedEx as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.