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Perfromance Wealth Partners’s FedEx FDX Stock Holding History

Perfromance Wealth Partners’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
-859
Closed -$242K – 177
2024
Q4 		$242K Sell
859
-140
-14% -$39.1K 0.01% 157
2024
Q3 		$273K Buy
999
+5
+0.5% +$1.45K 0.01% 155
2024
Q2 		$298K Buy
+994
New +$260K 0.01% 124

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Primecap Management
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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

Perfromance Wealth Partners's FDX Position: Q1 2025 in Review

Perfromance Wealth Partners sold out of FedEx (FDX) in Q1 2025, closing a stake of 859 shares — an estimated $242K sold.

Perfromance Wealth Partners first reported a position in FDX in Q2 2024 and held it in 3 quarters. The position peaked at $298K in Q2 2024. 1,731 funds tracked by Wall St. Rank hold FDX as of Q1 2025.

  • Perfromance Wealth Partners reported no remaining FedEx position as of Q1 2025 after selling out during the quarter.
  • Perfromance Wealth Partners sold 859 FedEx shares in Q1 2025, an estimated $242K.
  • Perfromance Wealth Partners first reported a position in FedEx in Q2 2024 and held it in 3 quarters.
  • Perfromance Wealth Partners's FedEx position peaked at $298K in Q2 2024.
  • 1,731 funds tracked by Wall St. Rank held FedEx as of Q1 2025.

Based on Perfromance Wealth Partners's 13F filing for Q1 2025, filed 22 Apr 2025.