Pinnacle Wealth Management Group’s FedEx FDX Stock Holding History

Pinnacle Wealth Management Group’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 Q4	–	Sell	-850	Closed	-$225K	–	98
2023 Q3	$225K	Hold	850	–	–	0.2%	85
2023 Q2	$211K	Buy	+850	New	+$195K	0.18%	91
2022 Q3	–	Sell	-1,050	Closed	-$238K	–	113
2022 Q2	$238K	Hold	1,050	–	–	0.2%	100
2022 Q1	$243K	Buy	+1,050	New	+$247K	0.18%	108

Other funds holding FDX

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

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

Pinnacle Wealth Management Group's FDX Position: Q4 2023 in Review

Pinnacle Wealth Management Group sold out of FedEx (FDX) in Q4 2023, closing a stake of 850 shares — an estimated $225K sold.

Pinnacle Wealth Management Group first reported a position in FDX in Q1 2022 and held it in 4 quarters. The position peaked at $243K in Q1 2022. 1,741 funds tracked by Wall St. Rank hold FDX as of Q4 2023.

Pinnacle Wealth Management Group reported no remaining FedEx position as of Q4 2023 after selling out during the quarter.
Pinnacle Wealth Management Group sold 850 FedEx shares in Q4 2023, an estimated $225K.
Pinnacle Wealth Management Group first reported a position in FedEx in Q1 2022 and held it in 4 quarters.
Pinnacle Wealth Management Group's FedEx position peaked at $243K in Q1 2022.
1,741 funds tracked by Wall St. Rank held FedEx as of Q4 2023.

Based on Pinnacle Wealth Management Group's 13F filing for Q4 2023, filed 17 Jan 2024.