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Horizon Wealth Management’s FedEx FDX Stock Holding History

Horizon 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
2024
Q1 		– Sell
-1,103
Closed -$279K – 92
2023
Q4 		$279K Buy
1,103
+3
+0.3% +$762 0.08% 62
2023
Q3 		$291K Hold
1,100
– – 0.12% 51
2023
Q2 		$273K Hold
1,100
– – 0.11% 59
2023
Q1 		$251K Buy
+1,100
New +$223K 0.19% 57
2022
Q3 		– Sell
-1,100
Closed -$249K – 86
2022
Q2 		$249K Hold
1,100
– – 0.1% 88
2022
Q1 		$255K Hold
1,100
– – 0.08% 93
2021
Q4 		$285K Buy
+1,100
New +$264K 0.08% 90

Other funds holding FDX

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

Horizon Wealth Management's FDX Position: Q1 2024 in Review

Horizon Wealth Management sold out of FedEx (FDX) in Q1 2024, closing a stake of 1,103 shares — an estimated $279K sold.

Horizon Wealth Management first reported a position in FDX in Q4 2021 and held it in 7 quarters. The position peaked at $291K in Q3 2023. 1,746 funds tracked by Wall St. Rank hold FDX as of Q1 2024.

  • Horizon Wealth Management reported no remaining FedEx position as of Q1 2024 after selling out during the quarter.
  • Horizon Wealth Management sold 1,103 FedEx shares in Q1 2024, an estimated $279K.
  • Horizon Wealth Management first reported a position in FedEx in Q4 2021 and held it in 7 quarters.
  • Horizon Wealth Management's FedEx position peaked at $291K in Q3 2023.
  • 1,746 funds tracked by Wall St. Rank held FedEx as of Q1 2024.

Based on Horizon Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.