Laurel Wealth Advisors (California)’s FedEx FDX Stock Holding History

Laurel Wealth Advisors (California)’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 Q4	$505K	Sell	2,914 -121	-4%	-$20.1K	0.05%	353
2022 Q3	$451K	Buy	3,035 +10	+0.3%	+$2.11K	0.05%	365
2022 Q2	$686K	Sell	3,025 -150	-5%	-$32K	0.07%	282
2022 Q1	$734K	Sell	3,175 -401	-11%	-$94.2K	0.06%	316
2021 Q4	$925K	Buy	3,576 +2,036	+132%	+$489K	0.07%	278
2021 Q3	$338K	Buy	1,540 +445	+41%	+$121K	0.06%	312
2021 Q2	$327K	Buy	1,095 +6	+0.6%	+$1.78K	0.04%	379
2021 Q1	$309K	Buy	1,089 +184	+20%	+$47.4K	0.05%	351
2020 Q4	$235K	Buy	+905	New	+$251K	0.03%	393
2019 Q4	–	Sell	-1,393	Closed	-$203K	–	459
2019 Q3	$203K	Buy	+1,393	New	+$225K	0.03%	431
2018 Q2	–	Sell	-921	Closed	-$221K	–	387
2018 Q1	$221K	Buy	921 +20	+2%	+$5.06K	0.07%	308
2017 Q4	$224K	Buy	+901	New	+$206K	0.06%	311
2017 Q2	–	Sell	-1,059	Closed	-$206K	–	325
2017 Q1	$206K	Sell	1,059 -42	-4%	-$8.02K	0.08%	256
2016 Q4	$205K	Sell	1,101 -920	-46%	-$169K	0.09%	229
2016 Q3	$353K	Hold	2,021	–	–	0.17%	155
2016 Q2	$307K	Buy	+2,021	New	+$328K	0.15%	168

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Laurel Wealth Advisors (California)'s FDX Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its FedEx (FDX) stake by 4% in Q4 2022, selling an estimated $20.1K and leaving 2,914 shares worth $505K. The position accounts for 0.05% of the portfolio, ranked #353.

Laurel Wealth Advisors (California) first reported a position in FDX in Q2 2016 and has held it in 16 quarters since. The position peaked at $925K in Q4 2021. 1,512 funds tracked by Wall St. Rank hold FDX as of Q4 2022.

Laurel Wealth Advisors (California) held 2,914 shares of FedEx worth $505K as of Q4 2022.
Laurel Wealth Advisors (California) sold 121 FedEx shares in Q4 2022, an estimated $20.1K.
FedEx made up 0.05% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #353 holding.
Laurel Wealth Advisors (California) first reported a position in FedEx in Q2 2016 and has held it in 16 quarters since.
Laurel Wealth Advisors (California)'s FedEx position peaked at $925K in Q4 2021.
1,512 funds tracked by Wall St. Rank held FedEx as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.