NWMG
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National Wealth Management Group’s FedEx FDX Stock Holding History

National Wealth Management Group’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
2023
Q2 		– Sell
-2,003
Closed -$447K – 142
2023
Q1 		$447K Buy
+2,003
New +$407K 0.51% 55

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

National Wealth Management Group's FDX Position: Q2 2023 in Review

National Wealth Management Group sold out of FedEx (FDX) in Q2 2023, closing a stake of 2,003 shares — an estimated $447K sold.

National Wealth Management Group first reported a position in FDX in Q1 2023 and held it in 1 quarter. The position peaked at $447K in Q1 2023. 1,667 funds tracked by Wall St. Rank hold FDX as of Q2 2023.

  • National Wealth Management Group reported no remaining FedEx position as of Q2 2023 after selling out during the quarter.
  • National Wealth Management Group sold 2,003 FedEx shares in Q2 2023, an estimated $447K.
  • National Wealth Management Group first reported a position in FedEx in Q1 2023 and held it in 1 quarter.
  • National Wealth Management Group's FedEx position peaked at $447K in Q1 2023.
  • 1,667 funds tracked by Wall St. Rank held FedEx as of Q2 2023.

Based on National Wealth Management Group's 13F filing for Q2 2023, filed 10 Aug 2023.