Intercontinental Wealth Advisors’s FedEx FDX Stock Holding History

Intercontinental Wealth Advisors’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 Q2	$349K	Hold	1,407	–	–	0.08%	240
2023 Q1	$321K	Sell	1,407 -767	-35%	-$156K	0.08%	253
2022 Q4	$377K	Buy	2,174 +1	+0%	+$166	0.11%	203
2022 Q3	$323K	Buy	+2,173	New	+$459K	0.1%	213
2019 Q3	–	Sell	-119	Closed	-$20K	–	427
2019 Q2	$20K	Hold	119	–	–	0.01%	274
2019 Q1	$22K	Sell	119 -11	-8%	-$1.94K	0.01%	300
2018 Q4	$21K	Buy	+130	New	+$27.5K	0.01%	307

Other funds holding FDX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Intercontinental Wealth Advisors's FDX Position: Q2 2023 in Review

Intercontinental Wealth Advisors held its FedEx (FDX) position steady in Q2 2023 at 1,407 shares worth $349K. The position accounts for 0.08% of the portfolio, ranked #240.

Intercontinental Wealth Advisors first reported a position in FDX in Q4 2018 and has held it in 7 quarters since. The position peaked at $377K in Q4 2022. 1,668 funds tracked by Wall St. Rank hold FDX as of Q2 2023.

Intercontinental Wealth Advisors held 1,407 shares of FedEx worth $349K as of Q2 2023.
Intercontinental Wealth Advisors left its FedEx share count unchanged in Q2 2023.
FedEx made up 0.08% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #240 holding.
Intercontinental Wealth Advisors first reported a position in FedEx in Q4 2018 and has held it in 7 quarters since.
Intercontinental Wealth Advisors's FedEx position peaked at $377K in Q4 2022.
1,668 funds tracked by Wall St. Rank held FedEx as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.