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Paragon Wealth Strategies’s FedEx FDX Stock Holding History

Paragon Wealth Strategies’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
Q1 		– Sell
-600
Closed -$104K – 99
2022
Q4 		$104K Buy
+600
New +$99.7K 0.12% 37
2021
Q3 		– Sell
-33
Closed -$10K – 126
2021
Q2 		$10K Buy
+33
New +$9.79K ﹤0.01% 182

Other funds holding FDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Paragon Wealth Strategies's FDX Position: Q1 2023 in Review

Paragon Wealth Strategies sold out of FedEx (FDX) in Q1 2023, closing a stake of 600 shares — an estimated $104K sold.

Paragon Wealth Strategies first reported a position in FDX in Q2 2021 and held it in 2 quarters. The position peaked at $104K in Q4 2022. 1,605 funds tracked by Wall St. Rank hold FDX as of Q1 2023.

  • Paragon Wealth Strategies reported no remaining FedEx position as of Q1 2023 after selling out during the quarter.
  • Paragon Wealth Strategies sold 600 FedEx shares in Q1 2023, an estimated $104K.
  • Paragon Wealth Strategies first reported a position in FedEx in Q2 2021 and held it in 2 quarters.
  • Paragon Wealth Strategies's FedEx position peaked at $104K in Q4 2022.
  • 1,605 funds tracked by Wall St. Rank held FedEx as of Q1 2023.

Based on Paragon Wealth Strategies's 13F filing for Q1 2023, filed 26 Apr 2023.