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Northwest Financial Advisors’s FedEx FDX Stock Holding History

Northwest Financial 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
2024
Q4 		– Sell
-130
Closed -$35.6K – 247
2024
Q3 		$35.6K Buy
+130
New +$37.8K 0.03% 261
2024
Q1 		– Sell
-130
Closed -$32.9K – 228
2023
Q4 		$32.9K Buy
+130
New +$33K 0.03% 253

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwest Financial Advisors's FDX Position: Q4 2024 in Review

Northwest Financial Advisors sold out of FedEx (FDX) in Q4 2024, closing a stake of 130 shares — an estimated $35.6K sold.

Northwest Financial Advisors first reported a position in FDX in Q4 2023 and held it in 2 quarters. The position peaked at $35.6K in Q3 2024. 1,827 funds tracked by Wall St. Rank hold FDX as of Q4 2024.

  • Northwest Financial Advisors reported no remaining FedEx position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 130 FedEx shares in Q4 2024, an estimated $35.6K.
  • Northwest Financial Advisors first reported a position in FedEx in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's FedEx position peaked at $35.6K in Q3 2024.
  • 1,827 funds tracked by Wall St. Rank held FedEx as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.