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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
2020
Q3 		– Sell
-9,600
Closed -$17K – 802
2020
Q2 		$17K Buy
+9,600
New +$1.21M ﹤0.01% 431
2018
Q4 		– Sell
-5,200
Closed -$4K – 712
2018
Q3 		$4K Buy
+5,200
New +$1.26M ﹤0.01% 544

Other funds holding FDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
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.