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Provence Wealth Management Group’s FedEx FDX Stock Holding History

Provence 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 		$255K Sell
1,007
-16
-2% -$4.07K 0.14% 141
2023
Q3 		$271K Buy
1,023
+120
+13% +$31.2K 0.17% 115
2023
Q2 		$224K Buy
+903
New +$207K 0.13% 139

Other funds holding FDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Provence Wealth Management Group reduced its FedEx (FDX) stake by 1.6% in Q4 2023, selling an estimated $4.07K and leaving 1,007 shares worth $255K. The position accounts for 0.14% of the portfolio, ranked #141.

Provence Wealth Management Group first reported a position in FDX in Q2 2023 and has held it in 3 quarters since. The position peaked at $271K in Q3 2023. 1,742 funds tracked by Wall St. Rank hold FDX as of Q4 2023.

  • Provence Wealth Management Group held 1,007 shares of FedEx worth $255K as of Q4 2023.
  • Provence Wealth Management Group sold 16 FedEx shares in Q4 2023, an estimated $4.07K.
  • FedEx made up 0.14% of Provence Wealth Management Group's portfolio in Q4 2023, its #141 holding.
  • Provence Wealth Management Group first reported a position in FedEx in Q2 2023 and has held it in 3 quarters since.
  • Provence Wealth Management Group's FedEx position peaked at $271K in Q3 2023.
  • 1,742 funds tracked by Wall St. Rank held FedEx as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.