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Frontier Wealth Management’s FedEx FDX Stock Holding History

Frontier 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
2022
Q2 		$480K Sell
2,119
-839
-28% -$179K 0.03% 245
2022
Q1 		$605K Buy
2,958
+575
+24% +$135K 0.01% 228
2021
Q4 		$616K Sell
2,383
-1,087
-31% -$261K 0.04% 244
2021
Q3 		$761K Sell
3,470
-1,083
-24% -$294K 0.05% 222
2021
Q2 		$1.36M Buy
4,553
+1,643
+56% +$488K 0.1% 151
2021
Q1 		$827K Buy
2,910
+1,401
+93% +$361K 0.06% 190
2020
Q4 		$392K Hold
1,509
– – 0.03% 263
2020
Q3 		$380K Buy
+1,509
New +$302K 0.03% 250
2019
Q4 		– Sell
-2,997
Closed -$436K – 309
2019
Q3 		$436K Buy
2,997
+280
+10% +$45.1K 0.06% 205
2019
Q2 		$446K Buy
2,717
+189
+7% +$33.1K 0.07% 207
2019
Q1 		$459K Buy
2,528
+100
+4% +$17.7K 0.06% 230
2018
Q4 		$392K Buy
2,428
+85
+4% +$18K 0.06% 233
2018
Q3 		$564K Sell
2,343
-418
-15% -$101K 0.05% 211
2018
Q2 		$627K Buy
2,761
+305
+12% +$75.6K 0.09% 191
2018
Q1 		$590K Buy
2,456
+216
+10% +$54.6K 0.08% 205
2017
Q4 		$559K Sell
2,240
-2,660
-54% -$608K 0.09% 196
2017
Q3 		$1.1M Sell
4,900
-350
-7% -$74.5K 0.16% 147
2017
Q2 		$1.14M Buy
5,250
+1,100
+27% +$217K 0.17% 139
2017
Q1 		$810K Sell
4,150
-3,680
-47% -$703K 0.12% 172
2016
Q4 		$1.46M Sell
7,830
-8,110
-51% -$1.49M 0.24% 114
2016
Q3 		$2.78M Sell
15,940
-200
-1% -$32.7K 0.42% 61
2016
Q2 		$2.45M Sell
16,140
-1,300
-7% -$211K 0.39% 68
2016
Q1 		$2.84M Buy
17,440
+650
+4% +$90.4K 0.24% 57
2015
Q4 		$2.5M Buy
16,790
+7,360
+78% +$1.14M 0.4% 68
2015
Q3 		$1.36M Buy
9,430
+8,030
+574% +$1.28M 0.21% 107
2015
Q2 		$239K Buy
+1,400
New +$244K 0.04% 292

Other funds holding FDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Frontier Wealth Management's FDX Position: Q2 2022 in Review

Frontier Wealth Management reduced its FedEx (FDX) stake by 28% in Q2 2022, selling an estimated $179K and leaving 2,119 shares worth $480K. The position accounts for 0.03% of the portfolio, ranked #245.

Frontier Wealth Management first reported a position in FDX in Q2 2015 and has held it in 26 quarters since. The position peaked at $2.84M in Q1 2016. 1,644 funds tracked by Wall St. Rank hold FDX as of Q2 2022.

  • Frontier Wealth Management held 2,119 shares of FedEx worth $480K as of Q2 2022.
  • Frontier Wealth Management sold 839 FedEx shares in Q2 2022, an estimated $179K.
  • FedEx made up 0.03% of Frontier Wealth Management's portfolio in Q2 2022, its #245 holding.
  • Frontier Wealth Management first reported a position in FedEx in Q2 2015 and has held it in 26 quarters since.
  • Frontier Wealth Management's FedEx position peaked at $2.84M in Q1 2016.
  • 1,644 funds tracked by Wall St. Rank held FedEx as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.