MSWM
FDX icon

McGlone Suttner Wealth Management’s FedEx FDX Stock Holding History

McGlone Suttner 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
2024
Q1 		– Sell
-561
Closed -$142K – 395
2023
Q4 		$142K Buy
+561
New +$143K 0.03% 179

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

McGlone Suttner Wealth Management's FDX Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of FedEx (FDX) in Q1 2024, closing a stake of 561 shares — an estimated $142K sold.

McGlone Suttner Wealth Management first reported a position in FDX in Q4 2023 and held it in 1 quarter. The position peaked at $142K in Q4 2023. 1,747 funds tracked by Wall St. Rank hold FDX as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining FedEx position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 561 FedEx shares in Q1 2024, an estimated $142K.
  • McGlone Suttner Wealth Management first reported a position in FedEx in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's FedEx position peaked at $142K in Q4 2023.
  • 1,747 funds tracked by Wall St. Rank held FedEx as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.