Heritage Wealth Management (Arizona)’s FedEx FDX Stock Holding History

Heritage Wealth Management (Arizona)’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 Q4	$4.85K	Sell	28 -76	-73%	-$12.6K	﹤0.01%	886
2022 Q3	$15K	Buy	104 +4	+4%	+$844	﹤0.01%	587
2022 Q2	$22.7K	Sell	100 -8	-7%	-$1.71K	0.01%	524
2022 Q1	$25K	Buy	+108	New	+$25.4K	0.01%	561
2021 Q3	$24K	Hold	108	–	–	0.01%	533
2021 Q2	$32K	Buy	108 +60	+125%	+$17.8K	0.01%	508
2021 Q1	$14K	Buy	+48	New	+$12.4K	0.01%	533

Other funds holding FDX

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s FDX Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) reduced its FedEx (FDX) stake by 73% in Q4 2022, selling an estimated $12.6K and leaving 28 shares worth $4.85K. The position accounts for ﹤0.01% of the portfolio, ranked #886.

Heritage Wealth Management (Arizona) first reported a position in FDX in Q1 2021 and has held it in 7 quarters since. The position peaked at $32K in Q2 2021. 1,512 funds tracked by Wall St. Rank hold FDX as of Q4 2022.

Heritage Wealth Management (Arizona) held 28 shares of FedEx worth $4.85K as of Q4 2022.
Heritage Wealth Management (Arizona) sold 76 FedEx shares in Q4 2022, an estimated $12.6K.
FedEx made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #886 holding.
Heritage Wealth Management (Arizona) first reported a position in FedEx in Q1 2021 and has held it in 7 quarters since.
Heritage Wealth Management (Arizona)'s FedEx position peaked at $32K in Q2 2021.
1,512 funds tracked by Wall St. Rank held FedEx as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.