New England Private Wealth Advisors’s FedEx FDX Stock Holding History

New England Private 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
2019 Q4	–	Sell	-1,370	Closed	-$201K	–	112
2019 Q3	$201K	Sell	1,370 -696	-34%	-$112K	0.05%	157
2019 Q2	$338K	Buy	2,066 +544	+36%	+$95.2K	0.08%	113
2019 Q1	$276K	Buy	1,522 +2	+0.1%	+$353	0.07%	122
2018 Q4	$246K	Buy	1,520 +175	+13%	+$37K	0.07%	114
2018 Q3	$324K	Sell	1,345 -206	-13%	-$49.9K	0.09%	108
2018 Q2	$354K	Hold	1,551	–	–	0.1%	104
2018 Q1	$372K	Buy	1,551 +104	+7%	+$26.3K	0.11%	101
2017 Q4	$368K	Buy	1,447 +331	+30%	+$75.7K	0.1%	98
2017 Q3	$250K	Hold	1,116	–	–	0.07%	118
2017 Q2	$240K	Hold	1,116	–	–	0.07%	118
2017 Q1	$217K	Buy	+1,116	New	+$213K	0.07%	122

Other funds holding FDX

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

New England Private Wealth Advisors's FDX Position: Q4 2019 in Review

New England Private Wealth Advisors sold out of FedEx (FDX) in Q4 2019, closing a stake of 1,370 shares — an estimated $201K sold.

New England Private Wealth Advisors first reported a position in FDX in Q1 2017 and held it in 11 quarters. The position peaked at $372K in Q1 2018. 1,274 funds tracked by Wall St. Rank hold FDX as of Q4 2019.

New England Private Wealth Advisors reported no remaining FedEx position as of Q4 2019 after selling out during the quarter.
New England Private Wealth Advisors sold 1,370 FedEx shares in Q4 2019, an estimated $201K.
New England Private Wealth Advisors first reported a position in FedEx in Q1 2017 and held it in 11 quarters.
New England Private Wealth Advisors's FedEx position peaked at $372K in Q1 2018.
1,274 funds tracked by Wall St. Rank held FedEx as of Q4 2019.

Based on New England Private Wealth Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.