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Liberty Wealth Management’s FedEx FDX Stock Holding History

Liberty Wealth Management’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
2021
Q4 		– Sell
-391
Closed -$86K – 477
2021
Q3 		$86K Buy
391
+20
+5% +$5.43K 0.03% 318
2021
Q2 		$111K Sell
371
-2
-0.5% -$593 0.04% 205
2021
Q1 		$89K Hold
373
– – 0.04% 193
2020
Q4 		$89K Buy
373
+8
+2% +$2.22K 0.04% 191
2020
Q3 		$92K Sell
365
-24
-6% -$4.8K 0.05% 168
2020
Q2 		$55K Buy
389
+27
+7% +$3.4K 0.04% 211
2020
Q1 		$44K Sell
362
-108
-23% -$15.2K 0.04% 223
2019
Q4 		$71K Sell
470
-407
-46% -$62.7K 0.06% 201
2019
Q3 		$128K Buy
877
+162
+23% +$26.1K 0.12% 127
2019
Q2 		$117K Buy
715
+55
+8% +$9.63K 0.1% 150
2019
Q1 		$119K Buy
660
+2
+0.3% +$353 0.09% 121
2018
Q4 		$106K Buy
+658
New +$139K 0.08% 128

Other funds holding FDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Liberty Wealth Management's FDX Position: Q4 2021 in Review

Liberty Wealth Management sold out of FedEx (FDX) in Q4 2021, closing a stake of 391 shares — an estimated $86K sold.

Liberty Wealth Management first reported a position in FDX in Q4 2018 and held it in 12 quarters. The position peaked at $128K in Q3 2019. 1,684 funds tracked by Wall St. Rank hold FDX as of Q4 2021.

  • Liberty Wealth Management reported no remaining FedEx position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 391 FedEx shares in Q4 2021, an estimated $86K.
  • Liberty Wealth Management first reported a position in FedEx in Q4 2018 and held it in 12 quarters.
  • Liberty Wealth Management's FedEx position peaked at $128K in Q3 2019.
  • 1,684 funds tracked by Wall St. Rank held FedEx as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.