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Level Financial Advisors’s FedEx FDX Stock Holding History

Level Financial Advisors’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
Q1 		– Sell
-101
Closed -$25.6K – 137
2023
Q4 		$25.6K Sell
101
-16
-14% -$4.07K 0.01% 148
2023
Q3 		$31K Hold
117
– – 0.02% 133
2023
Q2 		$29K Sell
117
-15
-11% -$3.43K 0.02% 133
2023
Q1 		$30.1K Hold
132
– – 0.02% 117
2022
Q4 		$23K Buy
132
+1
+0.8% +$166 0.02% 120
2022
Q3 		$20K Hold
131
– – 0.01% 135
2022
Q2 		$30K Hold
131
– – 0.02% 129
2022
Q1 		$30K Hold
131
– – 0.02% 113
2021
Q4 		$34K Buy
+131
New +$31.4K 0.03% 114

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Level Financial Advisors's FDX Position: Q1 2024 in Review

Level Financial Advisors sold out of FedEx (FDX) in Q1 2024, closing a stake of 101 shares — an estimated $25.6K sold.

Level Financial Advisors first reported a position in FDX in Q4 2021 and held it in 9 quarters. The position peaked at $34K in Q4 2021. 1,746 funds tracked by Wall St. Rank hold FDX as of Q1 2024.

  • Level Financial Advisors reported no remaining FedEx position as of Q1 2024 after selling out during the quarter.
  • Level Financial Advisors sold 101 FedEx shares in Q1 2024, an estimated $25.6K.
  • Level Financial Advisors first reported a position in FedEx in Q4 2021 and held it in 9 quarters.
  • Level Financial Advisors's FedEx position peaked at $34K in Q4 2021.
  • 1,746 funds tracked by Wall St. Rank held FedEx as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.