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Lighthouse Financial Advisors’s FedEx FDX Stock Holding History

Lighthouse 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
2020
Q1 		– Sell
-24
Closed -$3K – 132
2019
Q4 		$3K Buy
+24
New +$3.7K ﹤0.01% 230

Other funds holding FDX

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
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
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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Lighthouse Financial Advisors's FDX Position: Q1 2020 in Review

Lighthouse Financial Advisors sold out of FedEx (FDX) in Q1 2020, closing a stake of 24 shares — an estimated $3K sold.

Lighthouse Financial Advisors first reported a position in FDX in Q4 2019 and held it in 1 quarter. The position peaked at $3K in Q4 2019. 1,178 funds tracked by Wall St. Rank hold FDX as of Q1 2020.

  • Lighthouse Financial Advisors reported no remaining FedEx position as of Q1 2020 after selling out during the quarter.
  • Lighthouse Financial Advisors sold 24 FedEx shares in Q1 2020, an estimated $3K.
  • Lighthouse Financial Advisors first reported a position in FedEx in Q4 2019 and held it in 1 quarter.
  • Lighthouse Financial Advisors's FedEx position peaked at $3K in Q4 2019.
  • 1,178 funds tracked by Wall St. Rank held FedEx as of Q1 2020.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2020, filed 8 May 2020.