Phoenix Wealth Advisors’s FedEx FDX Stock Holding History

Phoenix 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
2021 Q4	–	Sell	-20	Closed	-$4K	–	201
2021 Q3	$4K	Hold	20	–	–	﹤0.01%	340
2021 Q2	$6K	Buy	+20	New	+$5.93K	﹤0.01%	319

Other funds holding FDX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Phoenix Wealth Advisors's FDX Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of FedEx (FDX) in Q4 2021, closing a stake of 20 shares — an estimated $4K sold.

Phoenix Wealth Advisors first reported a position in FDX in Q2 2021 and held it in 2 quarters. The position peaked at $6K in Q2 2021. 1,684 funds tracked by Wall St. Rank hold FDX as of Q4 2021.

Phoenix Wealth Advisors reported no remaining FedEx position as of Q4 2021 after selling out during the quarter.
Phoenix Wealth Advisors sold 20 FedEx shares in Q4 2021, an estimated $4K.
Phoenix Wealth Advisors first reported a position in FedEx in Q2 2021 and held it in 2 quarters.
Phoenix Wealth Advisors's FedEx position peaked at $6K in Q2 2021.
1,684 funds tracked by Wall St. Rank held FedEx as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.