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Holistic Financial Partners’s FedEx FDX Stock Holding History

Holistic Financial Partners’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
-816
Closed -$206K – 139
2023
Q4 		$206K Buy
+816
New +$207K 0.12% 110
2018
Q2 		– Sell
-190
Closed -$46K – 150
2018
Q1 		$46K Sell
190
-70
-27% -$17.7K 0.04% 208
2017
Q4 		$65K Buy
+260
New +$59.5K 0.05% 161

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Holistic Financial Partners's FDX Position: Q1 2024 in Review

Holistic Financial Partners sold out of FedEx (FDX) in Q1 2024, closing a stake of 816 shares — an estimated $206K sold.

Holistic Financial Partners first reported a position in FDX in Q4 2017 and held it in 3 quarters. The position peaked at $206K in Q4 2023. 1,746 funds tracked by Wall St. Rank hold FDX as of Q1 2024.

  • Holistic Financial Partners reported no remaining FedEx position as of Q1 2024 after selling out during the quarter.
  • Holistic Financial Partners sold 816 FedEx shares in Q1 2024, an estimated $206K.
  • Holistic Financial Partners first reported a position in FedEx in Q4 2017 and held it in 3 quarters.
  • Holistic Financial Partners's FedEx position peaked at $206K in Q4 2023.
  • 1,746 funds tracked by Wall St. Rank held FedEx as of Q1 2024.

Based on Holistic Financial Partners's 13F filing for Q1 2024, filed 8 May 2024.