Global Wealth Management Investment Advisory’s FedEx FDX Stock Holding History

Global Wealth Management Investment Advisory’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	-150	Closed	-$37.9K	–	244
2023 Q4	$37.9K	Hold	150	–	–	0.01%	211
2023 Q3	$39.7K	Hold	150	–	–	0.01%	205
2023 Q2	$37.2K	Buy	+150	New	+$34.3K	0.01%	212
2022 Q3	–	Sell	-153	Closed	-$35K	–	256
2022 Q2	$35K	Hold	153	–	–	0.01%	201
2022 Q1	$35K	Buy	+153	New	+$36K	0.01%	213
2021 Q1	–	Sell	-4	Closed	-$1K	–	479
2020 Q4	$1K	Buy	+4	New	+$1.11K	﹤0.01%	427
2020 Q3	–	Sell	-451	Closed	-$63K	–	503
2020 Q2	$63K	Hold	451	–	–	0.03%	174
2020 Q1	$55K	Hold	451	–	–	0.03%	164
2019 Q4	$68K	Sell	451 -11	-2%	-$1.7K	0.03%	158
2019 Q3	$67K	Hold	462	–	–	0.03%	151
2019 Q2	$76K	Hold	462	–	–	0.04%	151
2019 Q1	$84K	Hold	462	–	–	0.04%	170
2018 Q4	$75K	Buy	+462	New	+$97.7K	0.04%	196

Other funds holding FDX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Global Wealth Management Investment Advisory's FDX Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of FedEx (FDX) in Q1 2024, closing a stake of 150 shares — an estimated $37.9K sold.

Global Wealth Management Investment Advisory first reported a position in FDX in Q4 2018 and held it in 13 quarters. The position peaked at $84K in Q1 2019. 1,746 funds tracked by Wall St. Rank hold FDX as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining FedEx position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 150 FedEx shares in Q1 2024, an estimated $37.9K.
Global Wealth Management Investment Advisory first reported a position in FedEx in Q4 2018 and held it in 13 quarters.
Global Wealth Management Investment Advisory's FedEx position peaked at $84K in Q1 2019.
1,746 funds tracked by Wall St. Rank held FedEx as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.