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Merriman Wealth Management’s FedEx FDX Stock Holding History

Merriman 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
Q2 		– Sell
-801
Closed -$233K – 212
2024
Q1 		$233K Buy
+801
New +$200K 0.01% 184
2023
Q4 		– Sell
-752
Closed -$200K – 198
2023
Q3 		$200K Sell
752
-583
-44% -$152K 0.01% 181
2023
Q2 		$332K Buy
1,335
+5
+0.4% +$1.14K 0.02% 169
2023
Q1 		$305K Buy
1,330
+3
+0.2% +$609 0.02% 159
2022
Q4 		$231K Buy
+1,327
New +$221K 0.01% 185
2022
Q3 		– Sell
-1,299
Closed -$296K – 178
2022
Q2 		$296K Buy
+1,299
New +$277K 0.02% 128
2019
Q1 		– Sell
-4,728
Closed -$777K – 212
2018
Q4 		$777K Buy
4,728
+13
+0.3% +$2.75K 0.17% 76
2018
Q3 		$1.14M Buy
4,715
+150
+3% +$36.3K 0.24% 70
2018
Q2 		$1.04M Sell
4,565
-5
-0.1% -$1.24K 0.24% 74
2018
Q1 		$1.1M Buy
4,570
+5
+0.1% +$1.26K 0.29% 75
2017
Q4 		$1.14M Buy
4,565
+543
+14% +$124K 0.28% 75
2017
Q3 		$907K Hold
4,022
– – 0.22% 85
2017
Q2 		$874K Hold
4,022
– – 0.24% 65
2017
Q1 		$785K Sell
4,022
-639
-14% -$122K 0.19% 86
2016
Q4 		$868K Buy
4,661
+640
+16% +$117K 0.24% 81
2016
Q3 		$702K Hold
4,021
– – 0.14% 101
2016
Q2 		$610K Hold
4,021
– – 0.17% 81
2016
Q1 		$654K Sell
4,021
-100
-2% -$13.9K 0.61% 35
2015
Q4 		$591K Buy
4,121
+75
+2% +$11.6K 0.86% 23
2015
Q3 		$583K Hold
4,046
– – 0.33% 28
2015
Q2 		$689K Hold
4,046
– – 1.37% 16
2015
Q1 		$695K Hold
4,046
– – 0.71% 31
2014
Q4 		$692K Hold
4,046
– – 0.99% 22
2014
Q3 		$693K Buy
+4,046
New +$615K 0.9% 24

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Merriman Wealth Management's FDX Position: Q2 2024 in Review

Merriman Wealth Management sold out of FedEx (FDX) in Q2 2024, closing a stake of 801 shares — an estimated $233K sold.

Merriman Wealth Management first reported a position in FDX in Q3 2014 and held it in 24 quarters. The position peaked at $1.14M in Q4 2017. 1,784 funds tracked by Wall St. Rank hold FDX as of Q2 2024.

  • Merriman Wealth Management reported no remaining FedEx position as of Q2 2024 after selling out during the quarter.
  • Merriman Wealth Management sold 801 FedEx shares in Q2 2024, an estimated $233K.
  • Merriman Wealth Management first reported a position in FedEx in Q3 2014 and held it in 24 quarters.
  • Merriman Wealth Management's FedEx position peaked at $1.14M in Q4 2017.
  • 1,784 funds tracked by Wall St. Rank held FedEx as of Q2 2024.

Based on Merriman Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.