KWAG
FDX icon

Kiely Wealth Advisory Group’s FedEx FDX Stock Holding History

Kiely Wealth Advisory Group’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
2024
Q4 		$25.8K Hold
100
– – 0.02% 149
2024
Q3 		$28.7K Hold
100
– – 0.02% 148
2024
Q2 		$27.7K Hold
100
– – 0.02% 134
2024
Q1 		$26.7K Hold
100
– – 0.02% 128
2023
Q4 		$25.2K Buy
+100
New +$25.4K 0.01% 127

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kiely Wealth Advisory Group's FDX Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its FedEx (FDX) position steady in Q4 2024 at 100 shares worth $25.8K. The position accounts for 0.02% of the portfolio, ranked #149.

Kiely Wealth Advisory Group first reported a position in FDX in Q4 2023 and has held it in 5 quarters since. The position peaked at $28.7K in Q3 2024. 1,827 funds tracked by Wall St. Rank hold FDX as of Q4 2024.

  • Kiely Wealth Advisory Group held 100 shares of FedEx worth $25.8K as of Q4 2024.
  • Kiely Wealth Advisory Group left its FedEx share count unchanged in Q4 2024.
  • FedEx made up 0.02% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #149 holding.
  • Kiely Wealth Advisory Group first reported a position in FedEx in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's FedEx position peaked at $28.7K in Q3 2024.
  • 1,827 funds tracked by Wall St. Rank held FedEx as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.