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OneAscent Wealth Management’s FedEx FDX Stock Holding History

OneAscent 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
-1,100
Closed -$320K – 123
2024
Q1 		$320K Sell
1,100
-359
-25% -$89.8K 0.12% 121
2023
Q4 		$371K Buy
+1,459
New +$371K 0.15% 94
2021
Q4 		– Sell
-2,775
Closed -$611K – 97
2021
Q3 		$611K Buy
+2,775
New +$753K 0.7% 22
2021
Q1 		$1.33M Buy
+4,685
New +$1.21M 0.57% 19

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

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

OneAscent Wealth Management sold out of FedEx (FDX) in Q2 2024, closing a stake of 1,100 shares — an estimated $320K sold.

OneAscent Wealth Management first reported a position in FDX in Q1 2021 and held it in 4 quarters. The position peaked at $1.33M in Q1 2021. 1,784 funds tracked by Wall St. Rank hold FDX as of Q2 2024.

  • OneAscent Wealth Management reported no remaining FedEx position as of Q2 2024 after selling out during the quarter.
  • OneAscent Wealth Management sold 1,100 FedEx shares in Q2 2024, an estimated $320K.
  • OneAscent Wealth Management first reported a position in FedEx in Q1 2021 and held it in 4 quarters.
  • OneAscent Wealth Management's FedEx position peaked at $1.33M in Q1 2021.
  • 1,784 funds tracked by Wall St. Rank held FedEx as of Q2 2024.

Based on OneAscent Wealth Management's 13F filing for Q2 2024, filed 17 Jul 2024.