Principle Wealth Partners’s FedEx FDX Stock Holding History

Principle 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
2020 Q3	–	Sell	-124	Closed	-$17K	–	252
2020 Q2	$17K	Buy	+124	New	+$15.6K	0.01%	364

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Principle Wealth Partners's FDX Position: Q3 2020 in Review

Principle Wealth Partners sold out of FedEx (FDX) in Q3 2020, closing a stake of 124 shares — an estimated $17K sold.

Principle Wealth Partners first reported a position in FDX in Q2 2020 and held it in 1 quarter. The position peaked at $17K in Q2 2020. 1,416 funds tracked by Wall St. Rank hold FDX as of Q3 2020.

Principle Wealth Partners reported no remaining FedEx position as of Q3 2020 after selling out during the quarter.
Principle Wealth Partners sold 124 FedEx shares in Q3 2020, an estimated $17K.
Principle Wealth Partners first reported a position in FedEx in Q2 2020 and held it in 1 quarter.
Principle Wealth Partners's FedEx position peaked at $17K in Q2 2020.
1,416 funds tracked by Wall St. Rank held FedEx as of Q3 2020.

Based on Principle Wealth Partners's 13F filing for Q3 2020, filed 16 Nov 2020.