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Legacy Wealth Management (Tennessee)’s FedEx FDX Stock Holding History

Legacy Wealth Management (Tennessee)’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
Q2 		– Sell
-1,291
Closed -$295K – 20
2023
Q1 		$295K Buy
+1,291
New +$262K 0.03% 18

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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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Legacy Wealth Management (Tennessee)'s FDX Position: Q2 2023 in Review

Legacy Wealth Management (Tennessee) sold out of FedEx (FDX) in Q2 2023, closing a stake of 1,291 shares — an estimated $295K sold.

Legacy Wealth Management (Tennessee) first reported a position in FDX in Q1 2023 and held it in 1 quarter. The position peaked at $295K in Q1 2023. 1,667 funds tracked by Wall St. Rank hold FDX as of Q2 2023.

  • Legacy Wealth Management (Tennessee) reported no remaining FedEx position as of Q2 2023 after selling out during the quarter.
  • Legacy Wealth Management (Tennessee) sold 1,291 FedEx shares in Q2 2023, an estimated $295K.
  • Legacy Wealth Management (Tennessee) first reported a position in FedEx in Q1 2023 and held it in 1 quarter.
  • Legacy Wealth Management (Tennessee)'s FedEx position peaked at $295K in Q1 2023.
  • 1,667 funds tracked by Wall St. Rank held FedEx as of Q2 2023.

Based on Legacy Wealth Management (Tennessee)'s 13F filing for Q2 2023, filed 18 Jul 2023.