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Legacy Capital Wealth Partners’s FedEx FDX Stock Holding History

Legacy Capital Wealth Partners’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
Q4 		– Sell
-1,462
Closed -$387K – 292
2023
Q3 		$387K Buy
+1,462
New +$380K 0.11% 180
2023
Q2 		– Sell
-1,112
Closed -$254K – 103
2023
Q1 		$254K Buy
+1,112
New +$226K 0.07% 215

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Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Primecap Management
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Legacy Capital Wealth Partners's FDX Position: Q4 2023 in Review

Legacy Capital Wealth Partners sold out of FedEx (FDX) in Q4 2023, closing a stake of 1,462 shares — an estimated $387K sold.

Legacy Capital Wealth Partners first reported a position in FDX in Q1 2023 and held it in 2 quarters. The position peaked at $387K in Q3 2023. 1,741 funds tracked by Wall St. Rank hold FDX as of Q4 2023.

  • Legacy Capital Wealth Partners reported no remaining FedEx position as of Q4 2023 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 1,462 FedEx shares in Q4 2023, an estimated $387K.
  • Legacy Capital Wealth Partners first reported a position in FedEx in Q1 2023 and held it in 2 quarters.
  • Legacy Capital Wealth Partners's FedEx position peaked at $387K in Q3 2023.
  • 1,741 funds tracked by Wall St. Rank held FedEx as of Q4 2023.

Based on Legacy Capital Wealth Partners's 13F filing for Q4 2023, filed 5 Feb 2024.