Legacy Financial Group (Iowa)’s FedEx FDX Stock Holding History

Legacy Financial Group (Iowa)’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	-90	Closed	-$23.8K	–	185
2023 Q3	$23.8K	Buy	+90	New	+$23.4K	0.01%	251

Other funds holding FDX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Legacy Financial Group (Iowa)'s FDX Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of FedEx (FDX) in Q4 2023, closing a stake of 90 shares — an estimated $23.8K sold.

Legacy Financial Group (Iowa) first reported a position in FDX in Q3 2023 and held it in 1 quarter. The position peaked at $23.8K in Q3 2023. 1,741 funds tracked by Wall St. Rank hold FDX as of Q4 2023.

Legacy Financial Group (Iowa) reported no remaining FedEx position as of Q4 2023 after selling out during the quarter.
Legacy Financial Group (Iowa) sold 90 FedEx shares in Q4 2023, an estimated $23.8K.
Legacy Financial Group (Iowa) first reported a position in FedEx in Q3 2023 and held it in 1 quarter.
Legacy Financial Group (Iowa)'s FedEx position peaked at $23.8K in Q3 2023.
1,741 funds tracked by Wall St. Rank held FedEx as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.