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Personal Capital Advisors’s FedEx FDX Stock Holding History

Personal Capital 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
2022
Q4 		$248K Sell
1,431
-369
-21% -$61.3K ﹤0.01% 420
2022
Q3 		$267K Buy
1,800
+312
+21% +$65.8K ﹤0.01% 379
2022
Q2 		$337K Sell
1,488
-450
-23% -$96K ﹤0.01% 324
2022
Q1 		$448K Sell
1,938
-71
-4% -$16.7K ﹤0.01% 321
2021
Q4 		$517K Buy
2,009
+144
+8% +$34.6K ﹤0.01% 330
2021
Q3 		$409K Buy
1,865
+264
+16% +$71.6K ﹤0.01% 341
2021
Q2 		$478K Sell
1,601
-54
-3% -$16K ﹤0.01% 316
2021
Q1 		$470K Buy
1,655
+118
+8% +$30.4K ﹤0.01% 312
2020
Q4 		$399K Sell
1,537
-191
-11% -$52.9K ﹤0.01% 332
2020
Q3 		$435K Buy
1,728
+282
+20% +$56.4K ﹤0.01% 295
2020
Q2 		$203K Sell
1,446
-284
-16% -$35.7K ﹤0.01% 347
2020
Q1 		$210K Buy
1,730
+37
+2% +$5.21K ﹤0.01% 327
2019
Q4 		$256K Sell
1,693
-218
-11% -$33.6K ﹤0.01% 354
2019
Q3 		$278K Sell
1,911
-225
-11% -$36.3K ﹤0.01% 304
2019
Q2 		$351K Buy
2,136
+54
+3% +$9.46K ﹤0.01% 260
2019
Q1 		$378K Buy
2,082
+116
+6% +$20.5K ﹤0.01% 250
2018
Q4 		$317K Buy
1,966
+337
+21% +$71.3K ﹤0.01% 257
2018
Q3 		$392K Buy
1,629
+66
+4% +$16K 0.01% 233
2018
Q2 		$355K Buy
1,563
+481
+44% +$119K 0.01% 229
2018
Q1 		$260K Buy
1,082
+148
+16% +$37.4K ﹤0.01% 236
2017
Q4 		$233K Buy
+934
New +$214K ﹤0.01% 230
2017
Q1 		– Sell
-1,114
Closed -$207K – 212
2016
Q4 		$207K Buy
+1,114
New +$204K 0.01% 172

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 $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Personal Capital Advisors's FDX Position: Q4 2022 in Review

Personal Capital Advisors reduced its FedEx (FDX) stake by 21% in Q4 2022, selling an estimated $61.3K and leaving 1,431 shares worth $248K. The position accounts for ﹤0.01% of the portfolio, ranked #420.

Personal Capital Advisors first reported a position in FDX in Q4 2016 and has held it in 22 quarters since. The position peaked at $517K in Q4 2021. 1,511 funds tracked by Wall St. Rank hold FDX as of Q4 2022.

  • Personal Capital Advisors held 1,431 shares of FedEx worth $248K as of Q4 2022.
  • Personal Capital Advisors sold 369 FedEx shares in Q4 2022, an estimated $61.3K.
  • FedEx made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #420 holding.
  • Personal Capital Advisors first reported a position in FedEx in Q4 2016 and has held it in 22 quarters since.
  • Personal Capital Advisors's FedEx position peaked at $517K in Q4 2021.
  • 1,511 funds tracked by Wall St. Rank held FedEx as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.