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Lowe Wealth Advisors’s FedEx FDX Stock Holding History

Lowe Wealth 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
2021
Q3 		– Sell
-100
Closed -$30K – 285
2021
Q2 		$30K Sell
100
-20
-17% -$5.93K 0.01% 117
2021
Q1 		$34K Hold
120
– – 0.02% 110
2020
Q4 		$31K Buy
120
+100
+500% +$27.7K 0.02% 107
2020
Q3 		$5K Hold
20
– – ﹤0.01% 191
2020
Q2 		$3K Sell
20
-25
-56% -$3.15K ﹤0.01% 207
2020
Q1 		$5K Buy
45
+25
+125% +$3.52K ﹤0.01% 189
2019
Q4 		$3K Hold
20
– – ﹤0.01% 220
2019
Q3 		$3K Hold
20
– – ﹤0.01% 214
2019
Q2 		$3K Buy
+20
New +$3.5K ﹤0.01% 228
2018
Q4 		– Sell
-19
Closed -$5K – 272
2018
Q3 		$5K Buy
+19
New +$4.6K ﹤0.01% 185

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Lowe Wealth Advisors's FDX Position: Q3 2021 in Review

Lowe Wealth Advisors sold out of FedEx (FDX) in Q3 2021, closing a stake of 100 shares — an estimated $30K sold.

Lowe Wealth Advisors first reported a position in FDX in Q3 2018 and held it in 10 quarters. The position peaked at $34K in Q1 2021. 1,515 funds tracked by Wall St. Rank hold FDX as of Q3 2021.

  • Lowe Wealth Advisors reported no remaining FedEx position as of Q3 2021 after selling out during the quarter.
  • Lowe Wealth Advisors sold 100 FedEx shares in Q3 2021, an estimated $30K.
  • Lowe Wealth Advisors first reported a position in FedEx in Q3 2018 and held it in 10 quarters.
  • Lowe Wealth Advisors's FedEx position peaked at $34K in Q1 2021.
  • 1,515 funds tracked by Wall St. Rank held FedEx as of Q3 2021.

Based on Lowe Wealth Advisors's 13F filing for Q3 2021, filed 5 Oct 2021.