Polaris Wealth Advisory Group’s FedEx FDX Stock Holding History

Polaris Wealth Advisory 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 Q3	$19.6M	Buy	73,917 +8,738	+13%	+$2.27M	1.49%	19
2023 Q2	$16.2M	Sell	65,179 -10,597	-14%	-$2.43M	1.23%	26
2023 Q1	$17.3M	Buy	75,776 +36,476	+93%	+$7.41M	1.28%	24
2022 Q4	$7.55M	Buy	+39,300	New	+$6.53M	0.56%	57
2018 Q4	–	Sell	-140	Closed	-$34K	–	252
2018 Q3	$34K	Buy	+140	New	+$33.9K	﹤0.01%	279
2018 Q2	–	Sell	-35	Closed	-$8K	–	319
2018 Q1	$8K	Buy	+35	New	+$8.85K	﹤0.01%	372

Other funds holding FDX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Polaris Wealth Advisory Group's FDX Position: Q3 2023 in Review

Polaris Wealth Advisory Group increased its FedEx (FDX) stake by 13% in Q3 2023, buying an estimated $2.27M and bringing the position to 73,917 shares worth $19.6M. The position accounts for 1.49% of the portfolio, ranked #19.

Polaris Wealth Advisory Group first reported a position in FDX in Q1 2018 and has held it in 6 quarters since. 1,673 funds tracked by Wall St. Rank hold FDX as of Q3 2023.

Polaris Wealth Advisory Group held 73,917 shares of FedEx worth $19.6M as of Q3 2023.
Polaris Wealth Advisory Group bought 8,738 FedEx shares in Q3 2023, an estimated $2.27M.
FedEx made up 1.49% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #19 holding.
Polaris Wealth Advisory Group first reported a position in FedEx in Q1 2018 and has held it in 6 quarters since.
1,673 funds tracked by Wall St. Rank held FedEx as of Q3 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.