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KCS Wealth Advisory’s FedEx FDX Stock Holding History

KCS Wealth Advisory’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 		$502K Sell
1,894
-192
-9% -$49.9K 0.21% 93
2023
Q2 		$517K Sell
2,086
-8,256
-80% -$1.89M 0.18% 103
2023
Q1 		$2.36M Buy
10,342
+1,085
+12% +$220K 0.89% 35
2022
Q4 		$1.6M Sell
9,257
-1,352
-13% -$225K 0.67% 49
2022
Q3 		$1.57M Buy
10,609
+1,150
+12% +$243K 0.73% 49
2022
Q2 		$2.14M Buy
9,459
+599
+7% +$128K 0.95% 34
2022
Q1 		$2.05M Buy
8,860
+363
+4% +$85.3K 0.95% 36
2021
Q4 		$2.2M Sell
8,497
-4
-0% -$960 0.88% 32
2021
Q3 		$1.86M Buy
8,501
+82
+1% +$22.3K 0.88% 34
2021
Q2 		$2.51M Sell
8,419
-25
-0.3% -$7.42K 1.18% 17
2021
Q1 		$2.4M Buy
8,444
+210
+3% +$54.1K 1.24% 18
2020
Q4 		$2.14M Sell
8,234
-121
-1% -$33.5K 1.41% 15
2020
Q3 		$2.1M Sell
8,355
-22
-0.3% -$4.4K 1.68% 11
2020
Q2 		$1.18M Buy
8,377
+262
+3% +$33K 0.97% 33
2020
Q1 		$984K Buy
8,115
+862
+12% +$121K 1% 30
2019
Q4 		$1.1M Sell
7,253
-358
-5% -$55.2K 0.82% 53
2019
Q3 		$1.11M Buy
7,611
+596
+8% +$96.1K 0.77% 38
2019
Q2 		$1.15M Buy
7,015
+394
+6% +$69K 0.91% 28
2019
Q1 		$1.2M Buy
6,621
+1,034
+19% +$183K 1.05% 17
2018
Q4 		$901K Buy
5,587
+97
+2% +$20.5K 0.95% 33
2018
Q3 		$1.32M Buy
5,490
+239
+5% +$57.9K 1.23% 10
2018
Q2 		$1.19M Buy
5,251
+26
+0.5% +$6.44K 1.11% 16
2018
Q1 		$1.25M Buy
5,225
+360
+7% +$91K 1.14% 12
2017
Q4 		$1.21M Buy
+4,865
New +$1.11M 1.17% 9

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KCS Wealth Advisory's FDX Position: Q3 2023 in Review

KCS Wealth Advisory reduced its FedEx (FDX) stake by 9.2% in Q3 2023, selling an estimated $49.9K and leaving 1,894 shares worth $502K. The position accounts for 0.21% of the portfolio, ranked #93.

KCS Wealth Advisory first reported a position in FDX in Q4 2017 and has held it in 24 quarters since. The position peaked at $2.51M in Q2 2021. 1,672 funds tracked by Wall St. Rank hold FDX as of Q3 2023.

  • KCS Wealth Advisory held 1,894 shares of FedEx worth $502K as of Q3 2023.
  • KCS Wealth Advisory sold 192 FedEx shares in Q3 2023, an estimated $49.9K.
  • FedEx made up 0.21% of KCS Wealth Advisory's portfolio in Q3 2023, its #93 holding.
  • KCS Wealth Advisory first reported a position in FedEx in Q4 2017 and has held it in 24 quarters since.
  • KCS Wealth Advisory's FedEx position peaked at $2.51M in Q2 2021.
  • 1,672 funds tracked by Wall St. Rank held FedEx as of Q3 2023.

Based on KCS Wealth Advisory's 13F filing for Q3 2023, filed 3 Nov 2023.