Jupiter Wealth Management’s FedEx FDX Stock Holding History

Jupiter 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
2022 Q2	–	Sell	-2,000	Closed	-$462K	–	70
2022 Q1	$462K	Sell	2,000 -1,435	-42%	-$337K	0.29%	62
2021 Q4	$888K	Sell	3,435 -9,017	-72%	-$2.16M	0.46%	45
2021 Q3	$3.1M	Hold	12,452	–	–	1.46%	22
2021 Q2	$3.44M	Sell	12,452 -933	-7%	-$277K	1.65%	20
2021 Q1	$3.96M	Buy	13,385 +500	+4%	+$129K	2%	16
2020 Q4	$3.35M	Buy	12,885 +6,670	+107%	+$1.85M	2.05%	19
2020 Q3	$1.56M	Buy	+6,215	New	+$1.24M	1.1%	27

Other funds holding FDX

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Jupiter Wealth Management's FDX Position: Q2 2022 in Review

Jupiter Wealth Management sold out of FedEx (FDX) in Q2 2022, closing a stake of 2,000 shares — an estimated $462K sold.

Jupiter Wealth Management first reported a position in FDX in Q3 2020 and held it in 7 quarters. The position peaked at $3.96M in Q1 2021. 1,645 funds tracked by Wall St. Rank hold FDX as of Q2 2022.

Jupiter Wealth Management reported no remaining FedEx position as of Q2 2022 after selling out during the quarter.
Jupiter Wealth Management sold 2,000 FedEx shares in Q2 2022, an estimated $462K.
Jupiter Wealth Management first reported a position in FedEx in Q3 2020 and held it in 7 quarters.
Jupiter Wealth Management's FedEx position peaked at $3.96M in Q1 2021.
1,645 funds tracked by Wall St. Rank held FedEx as of Q2 2022.

Based on Jupiter Wealth Management's 13F filing for Q2 2022, filed 15 Aug 2022.