HNWAG
FDX icon

High Net Worth Advisory Group’s FedEx FDX Stock Holding History

High Net Worth Advisory Group’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 		– Sell
-1,254
Closed -$186K – 650
2022
Q3 		$186K Sell
1,254
-426
-25% -$89.9K 0.08% 188
2022
Q2 		$381K Buy
+1,680
New +$359K 0.16% 122

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

High Net Worth Advisory Group's FDX Position: Q4 2022 in Review

High Net Worth Advisory Group sold out of FedEx (FDX) in Q4 2022, closing a stake of 1,254 shares — an estimated $186K sold.

High Net Worth Advisory Group first reported a position in FDX in Q2 2022 and held it in 2 quarters. The position peaked at $381K in Q2 2022. 1,512 funds tracked by Wall St. Rank hold FDX as of Q4 2022.

  • High Net Worth Advisory Group reported no remaining FedEx position as of Q4 2022 after selling out during the quarter.
  • High Net Worth Advisory Group sold 1,254 FedEx shares in Q4 2022, an estimated $186K.
  • High Net Worth Advisory Group first reported a position in FedEx in Q2 2022 and held it in 2 quarters.
  • High Net Worth Advisory Group's FedEx position peaked at $381K in Q2 2022.
  • 1,512 funds tracked by Wall St. Rank held FedEx as of Q4 2022.

Based on High Net Worth Advisory Group's 13F filing for Q4 2022, filed 14 Feb 2023.