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Keebeck Wealth Management’s FedEx FDX Stock Holding History

Keebeck 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
2020
Q3 		– Sell
-374
Closed -$52K – 250
2020
Q2 		$52K Buy
+374
New +$47.1K 0.02% 213
2020
Q1 		– Sell
-374
Closed -$56K – 213
2019
Q4 		$56K Buy
+374
New +$57.6K 0.02% 210

Other funds holding FDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Keebeck Wealth Management's FDX Position: Q3 2020 in Review

Keebeck Wealth Management sold out of FedEx (FDX) in Q3 2020, closing a stake of 374 shares — an estimated $52K sold.

Keebeck Wealth Management first reported a position in FDX in Q4 2019 and held it in 2 quarters. The position peaked at $56K in Q4 2019. 1,416 funds tracked by Wall St. Rank hold FDX as of Q3 2020.

  • Keebeck Wealth Management reported no remaining FedEx position as of Q3 2020 after selling out during the quarter.
  • Keebeck Wealth Management sold 374 FedEx shares in Q3 2020, an estimated $52K.
  • Keebeck Wealth Management first reported a position in FedEx in Q4 2019 and held it in 2 quarters.
  • Keebeck Wealth Management's FedEx position peaked at $56K in Q4 2019.
  • 1,416 funds tracked by Wall St. Rank held FedEx as of Q3 2020.

Based on Keebeck Wealth Management's 13F filing for Q3 2020, filed 2 Nov 2020.