Icon Wealth Partners’s FedEx FDX Stock Holding History

Icon Wealth 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
2023 Q3	$101K	Buy	+382	New	+$99.3K	0.01%	389
2019 Q2	–	Sell	-212	Closed	-$38K	–	365
2019 Q1	$38K	Buy	+212	New	+$37.5K	0.01%	409
2018 Q4	–	Sell	-1,160	Closed	-$279K	–	231
2018 Q3	$279K	Buy	1,160 +265	+30%	+$64.2K	0.12%	139
2018 Q2	$203K	Sell	895 -193	-18%	-$47.8K	0.09%	157
2018 Q1	$262K	Sell	1,088 -241	-18%	-$60.9K	0.14%	142
2017 Q4	$332K	Buy	+1,329	New	+$304K	0.16%	129

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

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

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

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

Icon Wealth Partners's FDX Position: Q3 2023 in Review

Icon Wealth Partners opened a new position in FedEx (FDX) in Q3 2023: 382 shares worth $101K. The stake represents 0.01% of the portfolio and ranks #389 among its holdings. This is a return to the name: Icon Wealth Partners previously reported a position in FDX as recently as Q1 2019.

Icon Wealth Partners first reported a position in FDX in Q4 2017 and has held it in 6 quarters since. The position peaked at $332K in Q4 2017. 1,672 funds tracked by Wall St. Rank hold FDX as of Q3 2023.

Icon Wealth Partners held 382 shares of FedEx worth $101K as of Q3 2023.
FedEx was a new Icon Wealth Partners position in Q3 2023.
FedEx made up 0.01% of Icon Wealth Partners's portfolio in Q3 2023, its #389 holding.
Icon Wealth Partners first reported a position in FedEx in Q4 2017 and has held it in 6 quarters since.
Icon Wealth Partners's FedEx position peaked at $332K in Q4 2017.
1,672 funds tracked by Wall St. Rank held FedEx as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.