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Pacific Capital Wealth Advisors’s FedEx FDX Stock Holding History

Pacific Capital 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
2025
Q1 		– Sell
-52
Closed -$14.6K – 185
2024
Q4 		$14.6K Hold
52
– – ﹤0.01% 245
2024
Q3 		$14.2K Hold
52
– – ﹤0.01% 270
2024
Q2 		$15.6K Buy
52
+42
+420% +$11K ﹤0.01% 262
2024
Q1 		$2.9K Buy
+10
New +$2.5K ﹤0.01% 392

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Pacific Capital Wealth Advisors's FDX Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of FedEx (FDX) in Q1 2025, closing a stake of 52 shares — an estimated $14.6K sold.

Pacific Capital Wealth Advisors first reported a position in FDX in Q1 2024 and held it in 4 quarters. The position peaked at $15.6K in Q2 2024. 1,731 funds tracked by Wall St. Rank hold FDX as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining FedEx position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 52 FedEx shares in Q1 2025, an estimated $14.6K.
  • Pacific Capital Wealth Advisors first reported a position in FedEx in Q1 2024 and held it in 4 quarters.
  • Pacific Capital Wealth Advisors's FedEx position peaked at $15.6K in Q2 2024.
  • 1,731 funds tracked by Wall St. Rank held FedEx as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.